Mai Park, CPWA®

Highlights

• Private Wealth Expertise
• Advanced Wealth Planning
• Highly Tailored Strategies
• Executive & Equity Compensation Planning

Mai Park Capital, in partnership with Pence Wealth Management, provides highly tailored wealth management for affluent individuals and families with complex financial needs, with over $3.2 billion in combined assets under management*. As a Certified Private Wealth Advisor®, Mai Park specializes in investment management, tax-aware strategies, retirement planning and comprehensive wealth solutions. She has worked in the financial industry for 23 years and was recognized by Forbes as a Top Women Wealth Advisor Best-in-State in 2023, 2024 and 2025.

What traits make a great business leader?

Great business leaders lead with empathy and loyalty, building trust and strong relationships with both clients and their team. Flexibility and composure allow them to navigate challenges and make thoughtful decisions under pressure. Passion drives continual improvement, while knowledge builds the confidence and expertise needed to lead effectively.

How does authenticity play into your business model?

Authenticity begins with honesty and always putting the client first. I approach every relationship with a servant’s heart—a philosophy my partner, Laila Pence, has always emphasized and one that deeply resonates with me. Genuine care, transparency and doing what is right build trust, and I believe that trust is the foundation for lasting relationships and longevity.

How do you attract and retain the brightest minds to be on your team?

At Mai Park Capital, in partnership with Pence Wealth Management, we foster a collaborative culture where success is measured collectively. Our team of more than 30 professionals across the South Bay and Orange County, including a specialized investment team, brings deep expertise to our clients. We attract top talent by emphasizing excellence, teamwork and professional growth.

How do you stand out in your market?

I differentiate myself through an advanced understanding of sophisticated investment strategies and complex financial instruments that extend beyond traditional wealth management. My experience includes individual security analysis, arbitrage strategies, concentrated positions, equity compensation and sophisticated approaches to managing portfolio risk. As a CPWA® professional, I bring specialized training in addressing the interconnected tax, investment, retirement and estate-planning needs of high-net-worth clients. This depth allows me to evaluate complex financial situations from multiple perspectives and develop highly tailored strategies for each client.

When people tell the story of your business years from now, what do you hope they’ll say?

I hope people will say that I genuinely cared about my clients and the lives behind their financial goals. I want to be remembered for listening, putting people first and making a meaningful difference. Wealth management is about more than money; it is about helping people create confidence, security and opportunity. Ultimately, I hope my work is remembered for changing lives for the better.

What types of clients and financial situations are best suited for your practice?

I advise affluent families, founders and senior executives whose balance sheets often combine RSUs, nonqualified and incentive stock options, deferred compensation, concentrated securities, private investments and multigenerational planning needs. These situations require advanced knowledge of financial markets and complex financial instruments. My role is to translate that complexity into a disciplined, integrated decision framework.

What resources and experience do clients receive when working with Mai Park Capital?

As managing director at Pence Wealth Management and founder of Mai Park Capital in partnership with Pence, I combine senior-level judgment with institutional research depth. I am supported by more than 30 professionals, including a full-time investment team that conducts fundamental securities research, macroeconomic and sector analysis, portfolio construction and ongoing risk monitoring. That depth supports highly customized advice delivered through our Torrance and Newport Beach offices.

Disclaimer: *AUM as of 8/27/26. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/ SIPC. 

Photographed by Fabien & Laura Castro