A conversation about the trajectory of the markets, the economy, and the federal reserve in 2025.
Boulder Ridge Golf Club
1000 Old Quarry Rd.
San Jose, CA 95123
Date: Tuesday, April 8
Lunch & Chat: 12:30 PM – 2:00 PM
Check-in: 12:00 PM
Complimentary lunch will be served.
OR
Date: Tuesday, April 8
Dinner & Chat: 5:30 PM – 7:00 PM
Check-in: 5:00 PM
Complimentary dinner will be served.
RSVP By Friday, April 4
Join me and Dryden Pence, the head of a recipient of Forbes 2024 Top Registered Investment Advisory Firms1 award and a prominent commentator on Fox Business, Bloomberg, and CNBC, for an insightful chat with topics that include:
Don’t miss this opportunity to understand how government and market dynamics will shape your financial landscape in 2025.
DRYDEN PENCE
Chief Investment Officer
LPL Registered Principal
Forbes America’s Top RIA Firm’s ranking was developed by SHOOK Research. RIA Firm refers to those that are registered directly through the SEC as a registered investment advisor, those that file their form ADV within a corporate umbrella, or recognized practice groups associated with such a firm under a corporate umbrella. Rankings are based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each firm’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and firm, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Recent Media Appearances
Schwab Network
Air Date: 02/28/2025
Fox Business
Air Date: 02/03/2025
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Event Details
Date: Tuesday, April 8
Lunch & Chat: 12:30 PM – 2:00 PM
Check-in: 12:00 PM
OR
Date: Tuesday, April 8
Dinner & Chat: 5:30 PM – 7:00 PM
Check-in: 5:00 PM
Boulder Ridge Golf Club
1000 Old Quarry Rd.
San Jose, CA 95123
You can also RSVP by calling (408)879-0789
RSVP by Friday, April 4
Event Host & Guest
LPL Financial Advisor
Pence Financial Group
Paul focuses on helping clients realize a higher quality of life through informed financial awareness, planning, and decision-making. As a CERTIFIED FINANCIAL PLANNER® professional, he understands a broad spectrum of financial concerns and can help his clients build customized plans and targeted strategies to address them
Chief Investment Officer
Pence Financial Group
Dryden Pence serves as Chief Investment Officer for Pence Financial Group, overseeing the management of all client assets. Dryden obtained his degree in Economics from Harvard University in 1982. In that same year, he was commissioned in the US Army as a Military Intelligence Officer through the ROTC program at Massachusetts Institute of Technology (MIT).
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.
Whether retirement is years away or right around the corner, we can help you to build a wealth strategy that can prepare you for the future you want.
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© Pence Financial Group LLC. 2025. All rights reserved.
The financial professionals associated with PFG are registered with and offer securities and investment advisory services through LPL Financial, member FINRA/SIPC and a registered investment adviser.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Historical performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. All investing involves risk including loss of principal.
Pence Financial Group does not provide legal and/or tax advice or services. Please consult your legal and/or tax advisor regarding your specific situation. The financial consultants of Pence Financial Group are registered representatives with, and securities and advisory services offered through LPL Financial. A Registered Investment Advisor. Member FINRA/SIPC. LPL Financial, Pence Financial Group, and Pence Capital Management are separate entities. Wealth Management provided through LPL Financial.
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