As seen in
Orange County Five Star award winner

PROFESSIONAL PROFILE

Loreen Gilbert

President
WealthWise Financial Services
9070 Irvine Center Dr Ste 230
Irvine, CA 92618
Office: 949-748-1177
loreeng@wealthwisefinancial.com
www.wealthwisefinancial.com

Professional Approach

“We help our clients integrate their values and their wealth so that their wealth and their values outlive them." — Loreen Gilbert, Founder and President, WealthWise Financial Services

At WealthWise Financial Services, we redefine wealth management through our "True Wealth Process."

Our process includes:

  • Articulating Your Vision
  • Navigating the Risks
  • Creating a Legacy


We encourage our clients to reflect on and articulate their vision, both personal and financial. Our values-based approach to financial planning and wealth management establishes a clear and personalized financial path to assist our clients in pursuing their goals.

                                     

This award was issued on 5/1/20 by Five Star Professional (FSP) for the time period 08/1/2019 through 03/13/2020. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2320 Orange County-area wealth managers were considered for the award; 152 (7% of candidates) were named 2020 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2019: 2469, 187, 8%, 5/1/19, 8/13/18 - 3/11/19; 2018: 2423, 144, 6%, 5/1/18, 6/21/17 - 3/16/18; 2017: 1790, 280, 16%, 5/1/17, 8/24/16 - 2/24/17; 2016: 1383, 312, 23%, 2/1/16, 8/19/15 - 1/15/16; 2015: 2010, 351, 17%, 3/1/15, 8/30/14 - 1/30/15; 2014: 3489, 302, 9%, 3/1/14, 8/30/13 - 1/30/14; 2013: 2293, 415, 18%, 3/1/13, 8/30/12 - 1/30/13; 2012: 1760, 255, 14%, 3/1/12, 8/30/11 - 1/31/12.
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Loreen Gilbert is a Registered Representatives with and Securities and Advisory services offered through LPL Financial.  A registered investment advisor.  Member FINRA& SIPC.

The LPL registered representatives associated with this site may only discuss and/or transact securities with residents to the following states: Arizona (AZ), California (CA), Colorado (CO), Delaware (DE), District of Columbia (DC), Illinois (IL), Indiana (IN), Louisiana (LA), Massachusetts (MA), Minnesota (MN), Montana (MT), New Hampshire (NH), New Mexico (NM), Nevada (NV), New York (NY), North Carolina (NC), Ohio (OH), Texas (TX), Virginia (VA) and Washington (WA).

*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.