Our Team

Our team is comprised of skilled executives and advisors who have been hand-picked for their skill-set and accomplishments. More importantly, we look for a “servant’s heart” in all our team members.

Managing finances is stressful. You don’t have to do it alone. We will provide a skilled financial advisor to assist you. All our advisors go through a special training program with LPL Financial, a multi-billion dollar publicly traded company and a leading broker dealer of financial products.*

Our advisors are supported by a team of internal and external professionals who help to ensure we tailor our services to help you empower your purpose.

Over 100 years of combined experience and knowledge went into building our process and team. We believe you will definitely see the difference.

*As reported by Financial Planning Magazine, June 1996-2019, based on total revenue.

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