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.

Slide LEARN MORE Whether retirement is years awayor right around the corner, we can help you to build a wealth strategy that helps you to plan for the future
you want.
Retirement Planning
Slide Financial Planning LEARN MORE Choosing a financial planner isn't just about assets. Our skilled professionals are focused on creating strategies for your long term success. Slide Investment Management LEARN MORE We create and execute a focused and practical investment plan to help our clients work towards their unique goals. Slide Estate Planning LEARN MORE Estate planning is imperative to a great succession. It is the a way to protect your family, property and leave behind a great legacy with continuity. Slide Alternative Investments LEARN MORE Our trusted financial advisors at Pence Financial Group are qualified to understand the complexities of alternative investing.

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