Pence Financial Group
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 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. 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. 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 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 retiring, 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 contact us. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with Pence Financial Group may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of an of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
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Verified contacts
21
available on Kipplo
LinkedIn employees
30
11 to 50 range
Open roles
—
no listings
Distinct roles
13
indexed titles
Tech stack
2
tools in use
Monthly traffic
61
organic / mo
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Decision-makers and verified team members
21 contacts with verified email or phone · masked until revealed.
- JW
Jeff White
Vice President - m & a and Operations · Operations
EmailPhone - CB
Chanté Boliard
Marketing Associate · Advertising & Marketing
EmailPhone - JB
Joey Bommarito
Lpl Financial Advisor · Sales & Business Development
EmailPhone - KG
Kenneth Galanis
Lpl Financial Advisor · Sales & Business Development
EmailPhone - PK
Paul King
Lpl Financial Advisor · Sales & Business Development
EmailPhone - RR
Richard Reimers
Lpl Financial Adviser · Finance & Accounting
EmailPhone - BC
Bill Connell
Partner · General Business & Management
EmailPhone - EM
Elizabeth McComb
Business Manager, San Jose and Grass Valley Office · Other
EmailPhone
Showing 8 of 21 verified contacts
Top roles at Pence Financial Group
13 distinct titles indexed · top 10 shown.
- 7financial advisor
- 3lpl financial advisor
- 1associate financial advisor
- 1business manager, san jose and grass valley office
- 1client service specialist
- 1company
- 1customer service specialist
- 1lpl financial adviser
- 1marketing associate
- 1office manager
- +3more titles
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