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Home > Financial Planner Directory > California > Newport Beach > Laila Marshall-Pence, CFP®,

Laila Marshall-Pence, CFP®,

Planner List SAVED PLANNERS (0)

Pence Wealth Management

5000 Birch St

Ste 7600

Newport Beach, CA 92660

Phone: (949) 660-8777 x114

Fax: (949) 660-8778

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $200,000

Specialties

Comprehensive Financial Planning
Attending College
401(k)/403(b)/IRAs
Annuities
Asset Allocation
Investment Management
Estate Planning
Mutual Funds
Real Estate
Insurance
Retirement
Stocks & Bonds
Long-term Care

How Planner Charges

Commission Only

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.

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