EPISODE · Sep 11, 2023 · 13 MIN
Investing For Women - $280 Million Money Manager Shares Timeless Advice
from Smart Money Circle · host Adam Sarhan
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.
What this episode covers
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.
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Investing For Women - $280 Million Money Manager Shares Timeless Advice
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