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

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, 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 president 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 Gilbert serves on the Executive Board of National Association of Women Business Owners (NAWBO), representing more than 11 million women business owners in the US. Gilbert is the Chair Elect of the NAWBO Institute which provides resources and tools to women business owners around the globe. Gilbert was also awarded the Remarkable Woman Award as “2016 Business Owner of the Year” and “2017 Advocate of the Year” for NAWBO-Orange County, California.   She was honored by Enterprising Women Magazine as the national winner of the 2017 Enterprising Women of the Year award in her category.  Gilbert acts as an ambassador for Opportunity International, a micro-lending organization helping mainly women in third world countries to start or expand a business.  She has recently been appointed to the Trump Pence Small Business Advisory Council, one of only 19 appointees in the U.S. and the only representative in California.  She was selected by Facebook to broadcast globally from their HQ in celebration of Women’s International Day. Gilbert has been covered by US News & World Report, USA Today, Investor’s Business Daily, Yahoo! Finance, Money Magazine, Reuters, Financial Advisor Magazine and WealthManagment.com. She also hosts on-air segments for KX 93.5 FM where she resides in Laguna Beach, California, to educate listeners on financial matters.  Her iTunes podcast is called WealthWise Moment.

Gilbert’s business licenses and credentials include registration as an Investment Advisor Representative with LPL Financial; FINRA Series 7, 63, 24, and 65, registrations held through LPL Financial; Certified Investment Management Analyst (CIMA) designation; Accredited Investment Fiduciary (AIF) designation; Certified Retirement Counselor (CRC) designation; Corporation for Long Term Care (CLTC) certification; “member, Qualified Kingdom Advisor” certification; insurance licensed in Life, Disability, Variable Life, and Long Term Care; and Bachelor of Business Administration.  For seven years including 2017, Ms. Gilbert was published as receiving the Five Star Wealth Manager Award as published in Orange Coast Magazine and The Wall Street Journal. 

**This award recognizes the accomplishments of one NAWBO member, who has used creative initiatives to overcome obstacles, create jobs, grow a successful business, and help her community. Must be a woman business owner that owns at least 25% of her business and actively runs the day-to-day operations. **Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012, 2013, 2014, 2015, 2016 & 2017 Five Star Wealth Managers. Loreen Gilbert is a registered representative with and securities offered through LPL Financial, Member FINRA/SIPC




Steve Yu | Operations Manager

Steve Yu joined WealthWise Financial Services in January, 2016. Steve is responsible for all functions related to investment research and portfolio management. Prior to joining the firm, he was a Senior Portfolio Manager of the investment team at a single-family office with $650 million in assets. His responsibilities there included asset class research, hedge fund due diligence, and management of an equity portfolio. Steve is a CFA Charterholder and an active member of the CFA Society Orange County.




Teresa Camacho | Client Services Director

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 degree. Her most recent experience includes working as a client relationship manager/public relations coordinator for another LPL branch office. She is well versed and experienced in working with elite professionals and captains of industry and has serviced these types of clients with poise and professionalism.

Her passion for assisting clients brought her to WealthWise Financial where she works as a Client Services Director. She is your primary contact for all urgent requests, and is committed to provide our clients with the utmost quality service. She understands the importance customer service and upholding the company’s values. She is responsible for assisting with client requests, managing the calendar, and processing all requests in a timely manner. She is also responsible for meeting preparation through research, preparing reports, and administration. She oversees that the office is running efficiently and compliantly. She also maintains our relationships with key external relationships, such as external wholesalers, CPA’s, Attorney’s etc.

Teresa has enjoyed her experience in finance and eager to pursue her career as an advisor someday and will pursue her series 7, and series 66 in the near future. She looks forward to her growth with WealthWise Financial Services.

Teresa is originally from central California, and although born and raised there, she is a southern California girl at heart. She enjoys to travel and hiking in her spare time. She enjoys living in Orange County, and looks forward to raising her daughter here.