IAN VENZON

ANALYST | LPL REGISTERED ADMINISTRATIVE ASSOCIATE

          

Ian joined the Investment Team in 2018 and serves as an analyst. He has been an analyst since 2014. Ian works with all members of the Investment Team to support daily operations, research, analysis and is our lead writer for publications.

Ian is a graduate from California State Polytechnic University with a Bachelor of Science in Business Administration in Finance, Real Estate & Law.

Ian holds FINRA Series 7 and 66 registrations through LPL Financial.

The financial professionals at Pence Financial Group strive to uphold the Fiduciary Standard of Care. At all times when providing advice to a Client, our financial professionals must always act in the best interest of the Client. We place the interests of the Client above the interests of the Firm. We must act with the care, skill, prudence and diligence that a prudent professional would exercise in light of the Client’s goals, risk tolerance, objectives and financial and personal circumstances. Our financial professionals must comply with all objectives, policies, restrictions and other terms of the Engagement and all reasonable and lawful direction of the Client.

CHAD KRIEG

SENIOR ANALYST | LPL REGISTERED ADMINISTRATIVE ASSOCIATE

ALI ARIK,

SENIOR ANALYST | LPL REGISTERED ADMINISTRATIVE ASSOCIATE

JORGE AGUILAR

ANALYST | LPL REGISTERED ADMINISTRATIVE ASSOCIATE

DINA FARGALLA

INVESTMENT TEAM ASSOCIATE | LPL REGISTERED ADMINISTRATIVE ASSOCIATE

RAMILO REYES

INVESTMENT TEAM ASSOCIATE | LPL REGISTERED ADMINISTRATIVE ASSOCIATE