Laila  Marshall-Pence,  CFP<sup>&reg;</sup> - Financial Advisor

Laila Marshall-Pence, CFP®

AIF®

President & LPL Registered Principal

Pence Wealth Management

5000 Birch St, Ste 8000
Newport Beach, CA 92660
FINANCIAL ADVISOR'S WEBSITE
(800) 731-3623
(949) 660-8777

General

Laila Marshall-Pence is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Pence Wealth Management in Newport Beach, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: CA
  • Health/disability insurance: CA
  • Fixed annuities: CA
  • Variable annuities: CA

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Investment Management, Estate Planning, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Long-term Care

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Helpful Financial Planning Resources