Loreen Gilbert is an experienced wealth manager who has spent more than 20 years creating successful wealth strategies for her clients. Upon graduating from the University of Texas at Austin with a degree in Business Administration, she launched her career at Fidelity Investments and then worked for a private company selling retirement plans to municipalities and their employees. Gilbert has been in private practice as a wealth manager since 1997 and is currently the President of WealthWise Financial Services, which offers securities and investment advisory services to individuals, business owners, and corporations through her affiliation as a registered principal with LPL Financial.
Ms. Gilbert’s business licenses and credentials include registration as an Investment Advisor Representative with LPL Financial; FINRA Series 7, 63, 24, and 65; Certified Investment Management Analyst (CIMA) designation; Accredited Investment Fiduciary (AIF) designation; Certified Retirement Counselor (CRC) designation; Corporation for Long Term Care (CLTC) certification; Qualified Kingdom Advisor certification; insurance licensed in Life, Disability, Variable Life, and Long Term Care. For three years, Ms. Gilbert was published as receiving the Five Star: Best in Client Satisfaction Wealth Management Award as issued in the Orange Coast Magazine. For four years, Ms. Gilbert was also nominated for the Orange County Business Journal Women in Business Award.
Ms. Gilbert resides in Southern California and is actively involved in the community. She is a member of Women’s Philanthropy Fund as well as Impact Giving and serves on the Advisory Board of Directors for International Princess Project (IPP), and on the Regional Advisory Board of Hope International. She is an advocate for the arts and as such serves on the Corporate Council for the Segerstrom Center for the Arts. Also active in the business community, Gilbert is a Past President of the National Association of Women Business Owners (NAWBO) Orange County and serves on the National Association of Women Business Owners CA (NAWBO CA) board. She is also actively involved at Mariners Church in Irvine.