Pence Wealth

We believe in planning for your dreams. Securities offered through LPL Financial, Member

[Pence Wealth @PenceWealth]

We are excited to announce that @Forbes has ranked Laila Pence #5 in the list of America’s Top Women Wealth Advisors 2023. She is honored to receive the recognition from Forbes. Our team would like to thank all our clients for their support.
#lplfinancial #forbes #womenadvisors

[Pence Wealth @PenceWealth]

📅 Year-end is closer than it seems—and your investments deserve a check-in. 💼📊 💡 A little planning now = peace of mind later. #RetirementPlanning #NewportBeach #OrangeCounty https://t.co/Fl7u5qaHXG

[Pence Wealth @PenceWealth]

Consider many factors that may affect the timing of your retirement. https://t.co/1hUlGeLS7s

[Pence Wealth @PenceWealth]

Retirement isn’t the end of financial planning, it’s a new chapter. Life insurance can still play a vital role in your retirement plan depending on your goals. Here's why it might matter more than you think. #RetirementPlanning #New https://t.co/D3KmAObqMn

[Pence Wealth @PenceWealth]

Luxury assets deserve more than standard coverage. 🛥️ Umbrella insurance adds a layer of coverage beyond standard policies helping preserve assets and reinforce financial stability. #InsurancePlanning #AssetProtection #NewportBeach https://t.co/u0mNDLiUZ2

[Pence Wealth @PenceWealth]

Ethan joined Pence Wealth Management in September 2022. He serves as a Client Service Specialist – focusing on client satisfaction and supporting our advisors.
https://t.co/mYkuv1rFwd #financialplanning #newportbeach #orangecounty

[Pence Wealth @PenceWealth]

Roth IRA conversions offer benefits, but they’re not always ideal for high-income earners. Tax implications can outweigh the perks. Learn why this strategy may not suit everyone. #RetirementPlanning #RothIRA #NewportBeach #OrangeCou https://t.co/64YCuyBfOa

[Pence Wealth @PenceWealth]

Hooshfar joined Pence Wealth Management in December of 2022. Hooshfar has worked in the financial services industry since 2019.
https://t.co/B6QneajmM3 #financialplanning #newportbeach #orangecounty

[Pence Wealth @PenceWealth]

Medicare continues to evolve in 2025. Whether you're enrolling for the first time or reviewing your current plan, staying informed can help you make confident decisions about your healthcare. #Medicare #RetirementPlanning #NewportBe https://t.co/4goxws2gj8

[Pence Wealth @PenceWealth]

Jeanne has been in the financial services industry for over 20 years. She started her career at the Chicago Board of Trade.
https://t.co/B6QneajmM3 #financialplanning #newportbeach #orangecounty

[Pence Wealth @PenceWealth]

Thinking about retiring early? 🕒 Don’t overlook the cost of health insurance before Medicare kicks in at 65. Check if your employer offers retiree health benefits and explore your options to stay protected. #RetirementPlanning #Newp https://t.co/iDYy9PL10Q

[Pence Wealth @PenceWealth]

Linh joined Pence Wealth Management in 2013, with over two decades of administrative, operational, organizational, and leadership experience from her civilian and military careers. https://t.co/mYkuv1rFwd #NewportBeach #OrangeCounty

[Pence Wealth @PenceWealth]

💼 Retirement Planning: Myth vs. Reality
Think Social Security will cover it all? Think again.

📘 Download our guide to start planning with confidence.

#financialplanning #newportbeach #orangecounty https://t.co/FRV04QwsEG

[Pence Wealth @PenceWealth]

Sarah joined Pence Wealth Management January 2018. She currently serves as Client Service Associate to our Newport Beach location.
https://t.co/B6QneajmM3 #financialplanning #newportbeach #orangecounty

[Pence Wealth @PenceWealth]

🏛️ Preserving Wealth Across Generations 💡
Why does wealth often vanish by the third generation? Mismanagement, taxes, and lack of financial education are just a few reasons.

📋 Download our checklist to see where your family stands. https://t.co/24c8wpKqOZ

[Pence Wealth @PenceWealth]

Katie is the Executive Assistant to Dryden Pence. She works closely with leadership to ensure a smooth and efficient operation at Pence Wealth Management.

https://t.co/B6QneajmM3 #financialplanning #newportbeach #orangecounty

[Pence Wealth @PenceWealth]

The One Big Beautiful Bill Act (OBBBA) is now law, making key provisions of the 2017 Tax Cuts permanent and introducing new deductions for seniors, tip earners, and business owners. 💼🏡

#financialplanning #newportbeach #orangecounty https://t.co/GNi5ccQysW

[Pence Wealth @PenceWealth]

Samantha joined the Pence Wealth Management Team in September 2022, bringing with her over 10 years of experience as a Customer Service Professional. https://t.co/B6QneajmM3 #financialplanning #newportbeach #orangecounty

[Pence Wealth @PenceWealth]

Meet Pence Monday: Milo Reyes. Our team of professionals is dedicated to helping you pursue your goals. Learn more: https://t.co/B6QneajmM3 #financialplanning #newportbeach #orangecounty

[Pence Wealth @PenceWealth]

🎢 Investing in a rollercoaster market? Don’t panic — prepare! 💼 Work with a pro, stay the course, and turn volatility into opportunity! 🚀 #financialplanning #newportbeach #orangecounty https://t.co/G9A2ub3PqE

[Pence Wealth @PenceWealth]

🎆 Happy 4th of July!
Today we celebrate freedom, unity, and the spirit that makes this country shine bright. ✨
Wishing you a safe, joyful, and sparkler-filled Independence Day! 🎇🗽