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.

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

JOHN SWIFT

LPL Financial Advisor

DARREL MARKLEY

LPL Financial Advisor

WILLARD ROBERTSON

LPL Financial Advisor

DANIEL PENNANT

LPL Financial Advisor

CHERYL MARKLEY

Client Service Manager

BRITTANY WRIGHT

Client Service Specialist

JACKIE SAVANH-ARSLAN

LPL Administrative Solutions Consultant