Investing For Women - $280 Million Money Manager Shares Timeless Advice

Loreen Gilbert, CEO, of Wealthwise Financial Services With $280M
AUM





Website: https://wealthwisefinancial.com/


Bio:


Loreen Gilbert is an experienced wealth manager who has spent
more than three decades creating comprehensive 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 where she assisted clients with
investment management services. Gilbert then worked for a private
company selling retirement plans to municipalities and their
employees. She has been in private practice as a wealth manager
since 1997, and 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.





Loreen has many accolades under her belt including, Forbes Top
Women Wealth Advisors Best-In-State list, Forbes Top 1000 Female
Advisor list and the Forbes Best-In-State Wealth Advisors. She
has also been covered by CNBC, Bloomberg, Fox, TD Ameritrade,
BBC, Cheddar, US News & World Report, USA Today, Investor’s
Business Daily, Yahoo! Finance, Money Magazine, Reuters,
Financial Advisor Magazine, Plan Sponsor Magazine and
WealthManagement.com. She also hosts on-air segments for KX FM in
Laguna Beach, California, to educate listeners on financial
matters.