Pence Wealth Management

05/26/2026

Estate planning is about clarity, control, and peace of mind. From healthcare decisions to protecting your assets and loved ones, having the right documents in place can prevent costly delays and unnecessary stress during difficult moments. Without them, courts may end up making decisions for you.

👉 Read the article to learn the 5 essential estate planning documents—and then let’s make sure your plan is current and reflects your wishes.

These will let you have a say in your medical care, as well as what happens with your assets after you die

05/22/2026

Watch our Chief Investment Officer, Dryden Pence, on CNBC Power Lunch as he shares insights on AI concerns, , and NVIDIA.

Dryden Pence, Pence Capital Management CIO, joins 'Power Lunch' to discuss Nvidia's upcoming earnings, how long investors should hold the stock and more.

05/21/2026

We’re proud to share that Laila Pence has been named a 2026 Summit+ by LPL Financial - an elite distinction reserved for top growth performers within the Summit level of the LPL Club Program.*

This recognition places Laila among a select group of advisors setting the pace for growth and excellence across the industry.

We’re incredibly grateful for the trust our clients continue to place in us. As markets evolve, this milestone only strengthens our commitment to delivering thoughtful, high-impact financial guidance.

Excited for what’s ahead as we continue to grow and deepen our relationships with clients throughout Southern California.



*2026 LPL Club levels are based on 2025 calendar year production among LPL financial advisors. Summit+ qualifiers are the top 25 Summit advisors by growth rate or achievement of $50M+ in net new assets in 2025.

05/14/2026

🌟 We are thrilled to announce that Forbes has named Laila Pence the #1 Best-In-State Wealth Advisor in Southern California and included her on its prestigious 2026 list of America’s Top 250 Wealth Advisors.

This distinction underscores Laila’s leadership in the industry and her ongoing dedication to delivering exceptional results for her clients.

Please join us in celebrating Laila on this remarkable achievement!

Visit our website: https://pencewealthmanagement.com/

Forbes

05/13/2026

Financial stress and financial anxiety aren’t the same—and treating them like they are can hold you back.

One is tied to real-life events. The other is ongoing worry that can persist even when finances are stable. Understanding the difference is the first step toward meaningful progress and healthier financial decisions.

Your money plan should support both your financial and emotional well-being.

👉 Read the article to learn the difference—and let’s talk about building a plan that helps you feel confident, not overwhelmed.

Financial stress comes from a trigger; financial anxiety lingers even without one.

05/06/2026

Is the $1 million retirement goal helping you—or holding you back?

Too many people anchor to a single number that oversimplifies real retirement planning. Your lifestyle, income needs, longevity, and inflation matter far more than chasing a headline benchmark.

The smartest plans focus on income, not a magic number.

👉 Read the article to learn better ways to define your retirement target

People are often too rigid with their long-term savings benchmarks. Experts say it’s a costly mistake.

04/30/2026

When you retire can matter just as much as how you retire.

From Social Security timing and inflation to healthcare costs and longevity, the difference between retiring early, late, or in stages can mean hundreds of thousands of dollars over your lifetime.

Before you make one of the biggest financial decisions of your life, make sure your assumptions hold up.

👉 Read the article and see why retirement timing is critical

Consider many factors that may affect the timing of your retirement.

04/29/2026

🥳 Celebrating our April birthdays at Pence Wealth Management! Please join us in wishing Hooshfar Perakis, Shannon Collins, and Dina Fargalla a very happy birthday! 🎉

04/13/2026

We are thrilled to announce that Barron's has recognized Laila Pence as one of their Top 1500 Financial Advisors of 2026!

This prestigious honor reflects Laila's dedication, experience, and outstanding service to her clients.

Congratulations, Laila, on this remarkable achievement!

04/09/2026

Preparing for retirement isn’t just about stepping away from work — it’s about stepping confidently into your next chapter. From expenses to income strategy, the decisions you make in the final decade matter. ✨

Explore the must‑know insights to help you navigate the transition with clarity and purpose.

🔗 Read the full article to gain perspective.

With a decade left before retirement, consider getting a jump start on your finances with these steps.