Company: Pence Wealth Management
Location: Newport Beach, California, United States
Laila Pence, CFP, President at Pence Wealth Management, has been recognized by Marquis Who’s Who Top Executives for dedication, achievements, and leadership in financial planning.
As an immigrant from Egypt, Ms. Pence wanted to pursue a better life for herself and her family. Driven to pursue a career as a motivated woman in the male-dominated industry of wealth management, she has excelled as president of Pence Wealth Management since 1981. Pence Wealth Management is a premier financial planning and advisory firm dedicated to providing comprehensive financial management strategies to individual investors, supported by an innovative and inclusive staff that is inspired to meet the needs of each client. Whether a client wishes to leave a legacy to support future generations, pass down a family business or prepare for retirement, Pence Wealth Management is there to support the goals of each client who walks into their office.
Throughout her career with Pence Wealth Management, Ms. Pence has transformed the firm into one of the leading advisory firms in the State of California, in which she focuses her attention on staying true to her values while being a supportive mother and wife while attending to every need of her clients. Proud to have excelled in a field that was exclusive to her male counterparts, Ms. Pence has been acclaimed and lauded by media, such as Reuters TV, Fox Business News, the Los Angeles Times and The Wall Street Journal. In 2021, she was ranked #1 in Southern California as the “Best-in-State Wealth Advisors” by Forbes, her third consecutive year with the title. In 2020, Ms. Pence was included in the Top 100 Independent Wealth Advisors and Top Financial Advisors by Barron’s and Forbes Magazines, and in 2019, was inducted into the Barron’s Hall of Fame.
As a loving and persevering mother, Ms. Pence has also been recognized as a 2020 Top Wealth Advisor Mom by Working Mother Magazine, and she continues to exemplify excellence in the balancing of her professional and personal lives. Drawn to her Egyptian roots, she was honored alongside 30 other Egyptian-American women by Egyptian President Sisi in 2017 in light of her distinguishable skills and success during the “Egyptian Women Can” conference. To that end, she has also maintained active involvement in the Egyptian Cancer Network and the Telemed Foundation through her donations and fundraising efforts for Egyptian children’s hospitals.
To attest further to her success, Ms. Pence was ranked in the Top 100-200 Women Advisors in the country by Barron’s from 2016 to 2020 and by Forbes Magazine from 2017 to 2020. InvestmentNews, the leading provider of financial and investment news, also selected her for inclusion in their 2019 “Women to Watch” list.
Ms. Pence has been a certified financial planner by the Professional Certified Financial Planner Board since 1982, as well as an accredited investment fiduciary and real estate broker. The co-author of “Living and Learning” in 2006, she civically dedicates her time as a member of the board of trustees of Claremont Graduate College and a supporter of the Orange County chapter of the United Way. Looking toward the future, Ms. Pence intends to grow her business and provide her daughter the opportunity to take part in Pence Wealth Management.
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