Pence Financial Group

Pence Financial Group Transform your hard-earned wealth into a purpose-driven legacy.

Our financial advisors have 30+ years of industry experience and can help you with retirement planning, investment management, or wealth preservation.

Corrections are temporary. The impact of reactive decisions isn’t. Stay focused on the bigger picture.
06/23/2026

Corrections are temporary. The impact of reactive decisions isn’t. Stay focused on the bigger picture.

No two financial journeys are the same.That’s why we focus on understanding your life, your goals, and what drives them....
06/22/2026

No two financial journeys are the same.
That’s why we focus on understanding your life, your goals, and what drives them.
From there, everything is built with intention.

🔗 See who we serve: https://pencefinancialgroup.com/who-we-serve/

Honoring the men who guide, support, and inspire—today and every day. Happy Father’s Day.
06/21/2026

Honoring the men who guide, support, and inspire—today and every day. Happy Father’s Day.

A day to honor history, celebrate freedom, and uplift one another. Happy Juneteenth.
06/19/2026

A day to honor history, celebrate freedom, and uplift one another. Happy Juneteenth.

Meet Sumit!With 15+ years of experience, Sumit helps individuals, families, and business owners reach their goals throug...
06/17/2026

Meet Sumit!

With 15+ years of experience, Sumit helps individuals, families, and business owners reach their goals through holistic, tax‑aware financial planning. A CERTIFIED FINANCIAL PROFESSIONAL™ with a background in accounting and advisory roles at Citibank, Equitable, and Morgan Stanley, he brings well‑rounded expertise to every client he serves.

Outside of work, Sumit enjoys basketball, tennis, cricket, and hiking near his home in Laguna Hills with his wife, Michelle.

👉 Learn more about Sumit: https://pencefinancialgroup.com/sumitsharma/

Every decision we make is grounded in a commitment to serve.Our team brings together experience, perspective, and a clie...
06/15/2026

Every decision we make is grounded in a commitment to serve.
Our team brings together experience, perspective, and a client-first mindset.
Because guidance should feel steady—not overwhelming.

🔗 Learn more about who we are: https://pencefinancialgroup.com/

Your life has a unique story. Let your investments be the supporting chapter, not the distraction.
06/11/2026

Your life has a unique story. Let your investments be the supporting chapter, not the distraction.

Every thoughtful decision today becomes momentum for your purpose tomorrow.
06/09/2026

Every thoughtful decision today becomes momentum for your purpose tomorrow.

We believe clarity comes from having a plan—not guessing along the way.Our process is designed to understand where you a...
06/08/2026

We believe clarity comes from having a plan—not guessing along the way.
Our process is designed to understand where you are and where you want to go.
From there, every step has intention.

🔗 Explore our process: pencefinancialgroup.com/process/

Meet Kenneth!He helps individuals, families, and business owners build clear, personalized financial plans—simplifying e...
06/03/2026

Meet Kenneth!

He helps individuals, families, and business owners build clear, personalized financial plans—simplifying everything from long‑term goals to complex benefit packages. With experience in private retirement plans, a CPFA designation, and Series 7 & 66 credentials, he provides informed, comprehensive guidance.

Outside of work, Kenneth enjoys life in Pacific Palisades with his wife and dog, exploring SoCal’s car culture, hiking, and scenic drives.

👉 Learn more about Kenneth: https://pencefinancialgroup.com/kennethgalanis/

Address

Newport Beach, CA
92660

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19499444734

Website

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