Our Process | The P3 Formula

How is the Pence Financial Group different?

It really comes down to 3 things — it is our people, our practice and our process. We call this the “P3 Formula” and it is incredibly precise in terms of what it does.


Our people have all the credentials you would expect and a real passion for what they do. This is not just for individual clients, but also for advisors to get to the next level.


We have adopted best practices. We take a lot of pride in the client experience that we create for our investing clients as well as in creating a community and experience for advisors who are part of our community.

We don’t just emphasize client service, we emphasize a client and advisor experience. We run the business like a business. It is incredibly well defined.


We have developed and refined a process that puts every piece of the financial puzzle together, engages every service provider as a client’s life unfolds and their needs evolve so they will always have the complete picture.

Every Life Has A Story Fueled With Passion and Dreams. What’s Yours?

Wealth Management Aimed at Empowering Your Purpose


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.


Pence Financial Group
5000 Birch Street W. Building Suite 3000
Newport Beach, CA 92660