LARISSA LEA

CLIENT SERVICE ASSISTANT

    

Larissa A. Lea is a Monterey native who was born in England and moved to Monterey County when she was 17 months old. Larissa began her career in financial planning in 2015, working as the operations manager of Garrone Financial for Kathryn Garrone. Larissa is a certified California Tax Preparer since 2018.

Larissa started her college career at Monterey Peninsula College (MPC), graduating in 2019 with her Associates Degree in Science, majoring in Business, with honors. Currently, she is working on her bachelor’s degree at California State University of Monterey Bay, majoring in general accounting. While attending CSUMB Larissa is a member of the Accounting Society and is the Campus Ambassador for UWorld Roger CPA Review program.

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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.

DRYDEN PENCE

Chief Investment Officer

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JOHN SWIFT

LPL Financial Advisor

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DARREL MARKLEY

LPL Financial Advisor

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WILLARD ROBERTSON

LPL Financial Advisor

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DANIEL PENNANT

LPL Financial Advisor

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BRITTANY WRIGHT

LPL Financial Advisor

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CHERYL MARKLEY

Client Service Manager

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JACKIE SAVANH-ARSLAN

LPL Administrative Solutions Consultant

About Jackie
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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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© 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.

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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.

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