JORGE AGUILAR

ANALYST | LPL REGISTERED ADMINISTRATIVE ASSOCIATE

          

Jorge joined the team in 2013 and has been in the industry since 2010. He previously worked for large financial firms such as Wells Fargo, JP Morgan Chase and Fidelity. Along with assisting clients and helping advisors, Jorge plays a key role in assisting with the Investment Team’s daily operations, running reports and managing portfolios.

Jorge holds his insurance license with the State of California and is a Registered Administrative Associate with LPL Financial holding his Series 7 and 63 registrations through LPL Financial.

California Insurance License No. 0G96194

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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

About Chad

ALI ARIK,

SENIOR ANALYST | LPL REGISTERED ADMINISTRATIVE ASSOCIATE

About Ali

IAN VENZON

SENIOR ANALYST | LPL REGISTERED ADMINISTRATIVE ASSOCIATE

About Ian

DINA FARGALLA

ANALYST | LPL REGISTERED ADMINISTRATIVE ASSOCIATE

About Dina

RAMILO REYES

ANALYST | LPL REGISTERED ADMINISTRATIVE ASSOCIATE

About Ramilo

AAYUSH AGGARWAL

INVESTMENT RESEARCH ASSOCIATE

About Aayush
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At Pence Financial Group, we believe that good financial decisions don’t have to be confusing. If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, please do not hesitate to contact us.

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Whether retirement is years away or right around the corner, we can help you to build a wealth strategy that can prepare you for the future you want.

              

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© Pence Financial Group LLC. 2022. All rights reserved.

Pence Financial Group, LLC (“PFG”) is a financial services practice within LPL Financial LLC (“LPL Financial”) comprised of multiple financial professionals that provide a series of services including personal investment advisory, third party managed advisory and brokerage services. PFG is an investment adviser registered with the State of California to provide financial planning services. The financial professionals associated with PFG are registered with and offer securities and investment advisory services through LPL Financial, member FINRA/SIPC and a registered investment adviser.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Historical performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. All investing involves risk including loss of principal.

Pence Financial Group does not provide legal and/or tax advice or services. Please consult your legal and/or tax advisor regarding your specific situation. The financial consultants of Pence Financial Group are registered representatives with, and securities and advisory services offered through LPL Financial. A Registered Investment Advisor. Member FINRA/SIPC. LPL Financial, Pence Financial Group, and Pence Capital Management are separate entities. Wealth Management provided through LPL Financial.

The LPL registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.