Pence Wealth Management
Address: 5000 Birch St #8000, Newport Beach, CA 92660 Hours: Closed ⋅ Opens 9AM Monday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (949) 660-8777: Place name: Category: : : : Website: : : Website: http://www.pencewealthmanagement.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Pence Wealth Management - Financial Advisors Posting publicly on the Web Write a review Reviews Be the first to review From Pence Wealth Management - Financial Advisors "Welcome to Pence Wealth Management – One of Southern California’s Premier Comprehensive Financial Services Firms. Our Financial Advisors serve to make a difference in your life by executing focused financial plans which can help give you greater...More "Welcome to Pence Wealth Management – One of Southern California’s Premier Comprehensive Financial Services Firms. Our Financial Advisors serve to make a difference in your life by executing focused financial plans which can help give you greater comfort regarding your income and confidence regarding your wealth. All Financial Consultants at Pence Wealth Management are Registered Representatives with, and securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA & SIPC. Financial Planning offered through Pence Wealth Management, a Registered Investment Advisor and separate entity from LPL Financial."
Pence Wealth Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Pence Wealth Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Pence Wealth Management Salaries. You can even request information on how much does Pence Wealth Management pay if you want to. Learn about salaries, pros and cons of working for Pence Wealth Management directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
10 Pence Wealth Management employees in database. Find out everything there's to know about Pence Wealth Management employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Pence Wealth Management Employees
Magdy Salib West Anaheim Medical Center January 2015 - Present
Pence Wealth Management January 2000 - January 2013
Skills
Biotechnology, Life Sciences, Medical Devices, Medical Imaging, Biomedical Engineering
Education
Southern California Institute of Technology 2014 — 2015
Bmet, Biomedical/Medical Engineering
national institut of laser enhansed sciences 1996 — 1997
dioploma in laser biological and medical applications, Diploma in laser medical and biological applications and instrumentation
cairo medical school 1988 — 1992
Bachelor of Medicine, Bachelor of Surgery (M.B.B.S.), medicine
Marissa Lombrano Griffin Capital September 2013 - Present
Pence Wealth Management May 2011 - September 2013
Cascade Pass Inc. January 2013 - April 2013
Loyola Marymount University January 2012 - May 2012
Loyola Marymount University September 2010 - May 2012
Pence Wealth Management May 2011 - August 2011
Loyola Marymount University September 2010 - May 2011
Skills
Language:..., Computer: Microsoft..., Other: Self starter,..., Microsoft Office, Customer Service, PowerPoint, Outlook, Microsoft Excel, Event Planning, Microsoft Word, Social Media, Administrative..., Public Speaking, Data Entry, Public Relations, Marketing, Leadership, Fundraising, Community Outreach, Social Networking
Education
Loyola Marymount University 2010 — 2014
Bachelor's degree, Communication Studies
Tesoro High School 2006 — 2010
Emily Bushong Pence Wealth Management August 2015 - Present
The LBL Group March 2011 - August 2015
Northwestern Mutual April 2007 - April 2009
CPS Insurance Services October 2004 - March 2007
Education
Occidental College 1997 — 2001
Bachelor of Arts (B.A.), Diplomacy and World Affairs
Long Beach Polytechnic High School 1992 — 1997
Pence Wealth Management November 2011 - Present
MarketPsych Advisor LLC August 2008 - June 2011
Education
Claremont Graduate University 2006 — 2011
PhD, Economics
University of California, Davis 2003 — 2005
M.A, Economics
Pence Wealth Management October 1981 - Present
Education
University of California, Los Angeles
Bachelor of Science (BS)
Martin Lombrano, AIF® Pence Wealth Management September 2007 - Present
Pence Wealth Management/LPL Financial August 2007 - Present
Martin J Lombrano August 1991 - Present
Primary Advisors, Inc. August 1991 - August 2007
Skills
Wealth Management, Marketing, Financial Analysis, Social Media, Series 7, Project Management, Public Speaking, Microsoft Excel, Managerial Finance, Coaching, Employee Benefits, Management, Microsoft Word, Small Business, Real Estate, Process Improvement, Customer Service, Fixed Annuities, Retirement Planning, Retirement, Social Media Marketing, Strategic Planning, 401k, Leadership, Investments, Series 63, Marketing Strategy, Strategic Financial..., Finance, Health Insurance, Microsoft Office, Accounting, Leadership Development, Estate Planning, Account Management, Financial Reporting, Credit, New Business Development, Tax, Sales Management, Outlook, Team Building, Budgets, Mergers & Acquisitions, Event Planning, Insurance, Business Planning, Term Life Insurance, Banking, Mutual Funds
Education
California State University-Long Beach
Bachelor of Science-Business Administration, Finance with concentration in Real Estate
University of California, Irvine
College of Financial Planning, Personal Financial Planning Designation, Financial Planning and Services
Steven McBrayer TD Ameritrade Institutional February 2014 - Present
Pence Wealth Management September 2013 - February 2014
LPL Financial February 2011 - September 2013
LPL Financial November 2007 - February 2011
McBrayer Financial Life Insurance June 2005 - May 2009
LPL Financial December 2006 - November 2007
MassMutual Financial Group June 2005 - December 2006
Skills
Financial Services, Series 7, Series 6, Series 63, Series 65, Investments, Asset Allocation, Wealth Management, Securities, Mutual Funds, Portfolio Management, Insurance, Retirement Planning, Bonds, Equities, Options, Fixed Income, Microsoft Excel, Uniform Combined State..., Project Management, Strategic Financial..., PowerPoint, Risk Management, Financial Planning, Relationship Management, Client Relationships..., Client Services, Salesforce.com, Microsoft Office
Education
San Diego Mesa College 2007 — 2012
Associate of Arts and Sciences (A.A.S.), Economics
Pence Wealth Management April 2014 - Present
Pinnacle Mortgage Group, Inc. September 2013 - August 2014
PRactical ADvantage Communications December 2012 - December 2013
Skills
Accident Insurance, Health Insurance, Disability Insurance, Life Insurance, Long-term Care, Finance, Insurance, Marketing Communications, Copywriting, Business Strategy, Client Services, PowerPoint, Creative Writing, Creative Strategy, Process Management, General Insurance, Event Management, Financial Risk, Adobe Acrobat, Legal Compliance, Project Management, Art Direction, Creative Problem Solving, Account Planning, Client Development, Client Relations Skills, Advising Clients, Investments, Retirement Planning, College Savings Plans, Financial Reporting, Annuity Sales, Calendar Planning, Social Media, Copy Editing, Customer Service, New Business Development, CRM, Customer Retention, Call Centers, Relationship Management, Ins
Education
California State University-Fullerton 2011 — 2013
Communications, Public Relations, Advertising, and Applied Communication, 3.3 GPA
California State University-Fullerton 2011 — 2013
Bachelor’s Degree, Communication and Media Studies
Lana Giacumakis Pence Wealth Management May 1983 - Present
Skills
Series 7, Customer Service, Process Improvement, Series 24
Education
Biola University
Business Administration
College for Financial Planning
CFP®