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 the past 20 years creating 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. Gilbert has been in private practice as a wealth manager since 1997, and is currently the President of WealthWise Financial Services, which offers access to securities and investment advisory services to individuals, business owners and corporations through her affiliation as a registered principal with LPL Financial.

Her business licenses and credentials include registration as an Investment Advisor Representative with LPL Financial; Series 7, 63, 24, and 65(held with 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; Qualified Kingdom Advisor member; insurance licensed in Life, Disability, Variable Life, and Long Term Care; and Bachelor of Business Administration. In 2009 and 2012, Ms. Gilbert was published as receiving the Five Star Wealth Manager Award* as issued in the Orange Coast Magazine. In 2012 Ms. Gilbert was also nominated for the Orange County Business Journal Women in Business Award.

Loreen resides in Southern California and is actively involved in the community. Loreen is a member of Women’s Philanthropy Fund as well as Impact Giving and serves on the Advisory Board of Directors for International Princess Project (IPP), and on the Regional Advisory Board of Hope International. She is an advocate for the arts and as such serves on the Corporate Council for the Segerstrom Center for the Arts. Also active in the business community, Loreen is the President of the National Association of Women Business Owners (NAWBO) Orange County, and received the NAWBO-OC Remarkable Women Award Scholarship in 2007. Loreen is also actively involved at Mariners Church in Irvine.

**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 Five Star Wealth Managers.


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.