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Pence Financial Group
Financial Services
Newport Beach, California 1,064 followers
Because we know there’s more to wealth than money, our purpose is to help you create the wealth to empower your purpose.
About us
If you have a purpose, we'd be honored to help empower it. If you don't, we'd be honored to help you discover it. We listen, we serve, and we execute wealth management techniques designed for your needs, objectives and dreams. The Pence family has been involved in Financial Advisory Services for over 30 years. By serving over 1000 families, we learned a lot about what works well and what doesn’t. Those lessons combined with our military heritage inspired us to build a process. We thought, “Wouldn’t it be great to capture all our best lessons learned in one company?” In 2018, we created Pence Financial Group, LLC (PFG or Pence) to do just that. Though a relatively new company, PFG, is not new in experience, philosophy, or knowledge. PFG was created around best practices and a heritage of service. At the end of the day, our purpose is to help you grow and manage your wealth to empower your purpose through retirement, inspirement (what we like to call your legacy), and finally to span generations so that all the hard work that went into generating your wealth has a more permanent impact. Whether you are starting out in your career, thinking about retirement, or own a business, we’d like to help. We have a team of in-house advisors, supported by internal and external specialists.You tell us your story and we put together a comprehensive plan to empower 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.
- Website
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http://pence.financial
External link for Pence Financial Group
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Newport Beach, California
- Type
- Privately Held
- Founded
- 2019
Locations
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Primary
5000 Birch St
West Tower, Suite 3000
Newport Beach, California 92660, US
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80 Garden Ct
Suite 203
Monterey, California 93940, US
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434 W 4th St
Pittsburg, Kansas 66762, US
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2500 N Military Trail
Suite 472
Boca Raton, Florida 33431, US
Employees at Pence Financial Group
Updates
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Watch Dryden Pence on Yahoo Finance Today at 1:00 PM PST to get the latest information on the markets and economy! #marketupdate #economicupdate #YahooFinance
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Listen to Dryden Pence’s interview on Bloomberg Radio Today at 7:00 AM PST to give an update on earning season, the stock market and the Federal Reserve! #marketupdate #economicupdate #Bloomberg
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Watch Dryden Pence on Yahoo Finance Tomorrow at 1:00 PM PST to get the latest information on the markets and economy! #marketupdate #economicupdate #YahooFinance
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Listen to Dryden Pence’s interview on Bloomberg Radio Tomororw at 7:00 AM PST to give an update on earning season, the stock market and the Federal Reserve! #marketupdate #economicupdate #Bloomberg
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Watch Dryden Pence on Fox Business, The Claman Countdown Today at 12:00 PM PST to get the latest information on the markets and economy! #marketupdate #economicupdate #FoxBusiness #theclamancountdown
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Focus 2024 was an educational experience for our advisors as they spent time learning from industry experts, building stronger team bonds, and learning how we can better serve our clients. Thank you LPL Financial for hosting a wonderful event! #focus2024 #education #learning #teambonding #baseball #karaoke #thankyou #thefuturestartsnow #lpl
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Watch Dryden Pence, on Fox Business, The Claman Countdown Monday at 12:00 PM PST to get the latest information on the markets and economy! #marketupdate #economicupdate #FoxBusiness #theclamancountdown
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Training at LPL Financial. Thankful to have special guest Dan Arnold and Matthew Enyedi visit us as we discover better ways to help our clients. #lpl #training #lplfinancial #wealthmanagement #helpingclients
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