Loreen Gilbert, Cima, Aif, Crc Email and Phone Number
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Loreen Gilbert, Cima, Aif, Crc personal email
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Loreen Gilbert is an experienced wealth manager who has spent more than three decades creating comprehensive wealth strategies for her clients. Loreen is the founder and CEO 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.In 2022, Loreen made the Forbes Top Women Wealth Advisors Best-In-State list. She was awarded the ThinkAdvisor Luminaries Class of 2021 in the Thought Leadership category. For ten years including 2022, Loreen received the Five Star Wealth Manager Award.Loreen has been covered by CNBC, Bloomberg, Fox, TD Ameritrade, Cheddar, US News & World Report, USA Today, Yahoo! Finance, Reuters, Plan Sponsor Magazine and WealthManagement.com. She hosts the WealthWise Moment, an on-air segment for KX FM and iTunes podcast.Gilbert’s business licenses and credentials include registration as an Investment Advisor Representative with LPL Financial; FINRA Series 7, 63, 24, and 65, registrations held through LPL Financial; Certified Investment Management Analyst (CIMA) designation; Accredited Investment Fiduciary (AIF) designation; insurance licensed in Life, Disability, Variable Life, and Long-Term Care; and Bachelor of Business Administration. Loreen Gilbert is a registered representative with and securities offered through LPL Financial, Member FINRA/SIPC.*The Luminaries Program shines a spotlight on how industry participants are producing results in thought leadership & education. They were selected by a diverse panel of judges from across the industry and the editorial team at ThinkAdvisor*The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.*Five Star Award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012- 2020 Five Star Wealth Managers.
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Chief Executive Officer And FounderWealthwise Financial ServicesIrvine, Ca, Us
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Red Mccombs School Of Business Dean'S Advisory Council MemberTexas Mccombs School Of Business Sep 2023 - PresentThe Red McCombs School of Business Advisory Council was established in 1960 to assist the dean, faculty, and staff of the school in becoming one of the top business schools in the nation. Council membership consists of individuals whose stature and accomplishments in the business world bring credibility to the school, and who are called upon to: - Engage in and support the fundraising efforts of the school - Provide counsel to the dean, faculty, and staff on strategy and… Show more The Red McCombs School of Business Advisory Council was established in 1960 to assist the dean, faculty, and staff of the school in becoming one of the top business schools in the nation. Council membership consists of individuals whose stature and accomplishments in the business world bring credibility to the school, and who are called upon to: - Engage in and support the fundraising efforts of the school - Provide counsel to the dean, faculty, and staff on strategy and issues affecting the future of the school, curricula, programs and external affairs - Provide insights to the dean, faculty, and staff on how the school can enhance the impact of its services on various stakeholder groups - Provide valuable contacts for faculty to provide access to the business community for research purposes, to increase the impact of their work on the business community, to inform their research and teaching - Provide valuable advice to students in their career selection decisions and job-seeking activities - Provide input to the dean, faculty and staff for assessing the progress of the school and charting future courses Show less -
Wealth Management Center Advisory BoardTexas Mccombs School Of Business Aug 2021 - PresentThe Advisory Board for the McCombs School of Business Wealth Management Center is a group of faculty members and professionals who work to inspire, inform, and train our future leaders in wealth management. The board serves as a resource to the development of the Wealth Management Program with the aim to enable research and build connections across the industry.
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Chief Executive Officer & FounderWealthwise Financial Services Jan 1997 - PresentIrvine, CaWhether your goal is accumulating, protecting or transferring wealth, WealthWise Financial Services is your trusted partner. We are redefining wealth management by providing customized strategies and advice delivered with competence, integrity and care. Our time-tested wealth management process and fully-integrated strategies strive for prosperity and satisfaction for our clients. We specialize in retirement and estate planning as well as asset management for individuals and… Show more Whether your goal is accumulating, protecting or transferring wealth, WealthWise Financial Services is your trusted partner. We are redefining wealth management by providing customized strategies and advice delivered with competence, integrity and care. Our time-tested wealth management process and fully-integrated strategies strive for prosperity and satisfaction for our clients. We specialize in retirement and estate planning as well as asset management for individuals and business owners to assist them in pursuing their goals.As our client, you can pursue your passions with confidence, knowing that our comprehensive strategies help to manage the worry and fear that come with wealth management. “In today’s fluctuating global markets, it is critical to have a trusted advisor working in your best interests” says Loreen Gilbert, President of WealthWise Financial Services.* Loreen Gilbert is a Registered Principal with and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section. 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. For a list of states in which I am registered to do business, please visit www.wealthwisefinancial.com Show less
Loreen Gilbert, Cima, Aif, Crc Skills
Loreen Gilbert, Cima, Aif, Crc Education Details
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Investment Management -
Corporate Governance Certification
Frequently Asked Questions about Loreen Gilbert, Cima, Aif, Crc
What company does Loreen Gilbert, Cima, Aif, Crc work for?
Loreen Gilbert, Cima, Aif, Crc works for Wealthwise Financial Services
What is Loreen Gilbert, Cima, Aif, Crc's role at the current company?
Loreen Gilbert, Cima, Aif, Crc's current role is Chief Executive Officer and Founder.
What is Loreen Gilbert, Cima, Aif, Crc's email address?
Loreen Gilbert, Cima, Aif, Crc's email address is lo****@****lpl.com
What is Loreen Gilbert, Cima, Aif, Crc's direct phone number?
Loreen Gilbert, Cima, Aif, Crc's direct phone number is +194974*****
What schools did Loreen Gilbert, Cima, Aif, Crc attend?
Loreen Gilbert, Cima, Aif, Crc attended The University Of Texas At Austin - Red Mccombs School Of Business, The Wharton School, Ucla Anderson School Of Management.
What skills is Loreen Gilbert, Cima, Aif, Crc known for?
Loreen Gilbert, Cima, Aif, Crc has skills like Wealth Management, Retirement Planning, Financial Planning, Estate Planning, Investment Advisory, 401k, Asset Management, Investments, Long Term Care, Insurance, Portfolio Management, Budgets.
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