Loreen Gilbert, Cima, Aif, Crc Email & Phone Number

Irvine, Ca, Us

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… 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

The 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.

Irvine, Ca

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… 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

Bba, Business

Cima, Investment Management

Corporate Governance Certification