Broker Check

Our Team

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about helping to make your dreams a reality.

Loreen Gilbert CIMA®, AIF®, CRC®, CLTC®

President

(949) 748-1177

(949) 748-1178

[email protected]

Loreen Gilbert is an experienced wealth manager who has spent more than 25 years creating comprehensive wealth strategies for her clients. Upon graduating from the University of Texas at Austin with a degree in Business Administration,...

Read more

Teresa Camacho

Client Services Director

[email protected]

Teresa joined our team in 2016 with several years of experience in the finance industry and client service/client relations. She is a graduate from the University of California, Santa Barbara where she received her bachelor’s...

Read more

Jonathan Martinez AIF®

Retirement Plan Operations Manager

[email protected]

Jonathan graduated from California State University Fullerton, earning his Bachelor of Arts degree in Business Finance. He then completed the Accredited investment Fiduciary (AIF) designation, demonstrating his commitment to retirement...

Read more

Meghan Belida

Executive Assistant

[email protected]

Meghan Belida is the Executive Assistant to the President of WealthWise Financial, Loreen Gilbert. With 8 years of experience in the hospitality, financial and real estate industries, Meghan has a proven track record of senior-level...

Read more

John Milligan

John joined the WealthWise Financial Services team several years of experience in securities research and investment advisory services. His most recent experience was as an investment consultant for Scottrade in their Campbell, CA...

Read more