Media and Events 2020January 14th - TD Ameritrade Network "Loreen Gilbert Talks UnitedHealth"January 14th - Bloomberg TV "Loreen Gilbert Appearance on Bloomberg TV"January 14th - Bloomberg Radio "Loreen Gilbert joined Bryan Curtis and Stephen Engle on Daybreak Asia"January 13th - Yahoo! Finance "The 2010’s were all about the market booming, as the U.S. economy recovered from financial crisis according to Loreen Gilbert."January 13th - CNBC "S&P 500 rises to record high after news the US will remove currency manipulator tag from China"January 13th - CNBC's "Power Lunch" "CNBC’s “Power Lunch” team breaks down markets with Julian Emanuel of BTIG and Loreen Gilbert"2019November 14th - Bloomberg TV "Loreen Gilbert Appearance on Bloomberg TV"November 14th - Nightly Business Report: "Loreen Gilbert on Outlook for Small Cap Stocks"November 8th - Business Owner Summit Presented By WealthWise Financial: "Photos from the Business Owner Summit"November 4th - Women Advisors Business Networking Lunch: "Loreen Speaks at LPL Financial Women Advisors Networking Lunch"October 2nd - NAPA Top Women Advisor Nominations: "Loreen Gilbert Makes List of NAPA's Top Women Advisors Nominees"September 27th - Women's Global Development and Prosperity Initiative: "Loreen Gilbert Invited to Attend the International Visitor Leadership Program in NYC"September 19th - National Women's Business Council: "Loreen Gilbert Participates in NWBC Roundtable."August 19th - LPL Financial FOCUS: "Loreen Gilbert Speaks at LPL Focus 2019"July 26th - LPL Financial: "Loreen Gilbert Attends LPL Focus on Growth Symposium"July 2nd - Los Angeles Business Journal: "NAWBO National Partners with UCLA"2018November 16th - NAWBO Blog: "NAWBO Applauds U.S. Senate Passage of Resolution Marking 30th Anniversary of H.R. 5050"November 5th - Feedspot: "Top 35 Financial Advisor Podcasts You Must Subscribe & Listen to in 2018"October 12th - Barron's: "Access Cash After Natural Disasters"October 11th - Financial Planning Magazine: "6 Ways to Help Clients Access Cash After Natural Disasters"October 1st - Orange County Business Journal: "Retirement Plan Industry Trends: What Employers Need to Know"May 9th - American Express: "Winning the Endgame: How to Create an Exit Strategy " April 27th - Stu News "Leading Ladies Event, Led by Laguna’s Loreen Gilbert"April 20th - NAWBO Blog "Now is the Time For "WorkFlex" in the 21st Century"April 16th - American Express "Where Are the Resources for Women-Owned Businesses?"April 13th - Stu News "How to Meet Tax Deadlines to Avoid Extensions, Penalties and Interest"March 16th - Newport Beach Indy ""Maria Sharapova Establishes Program to Help Women Entrepreneurs"March 8th - Yahoo Financa - "Maria Sharapova Establishes Program to Help Women Entrepreneurs and Business Owners"February 12th - USA Today Personal Finance - Top 10 Financial Mistakes Women Should AvoidJanuary 30th - Critical Mass Radio Show - "The Top 10 Mistakes Business Owners Make"January 19th - Stu News - "How to Avoid The Top Financial Mistakes Women Make"2017December 4th - Stu News Newport: "United Way Breakfast Raising More than $400,000"December 1st - Laguna beach Magazine: "Loreen Gilbert Was Selected For A Panel on Tax Reform"November 28th - Stu News Laguna: "Loreen Gilbert Leads the Way in Empowering Women Entrepreneurs in Nicaragua through Micro-Lending"November 10th - Laguna Beach Indy "White House Aids On The Road"October 24th - Stu News Laguna: "Loreen Gilbert offers Top Ten Financial Mistakes Business Owners Make"September 22nd - Newport Beach Independent: "How to Avoid Going Overboard When Buying Yachts and Planes"August 28th - Laguna Beach Independent: "Installed as Chair Elect NAWBO Institute"August 18th- Newport Indy: "Five Star Travel On A Three Star Budget" August 18th- Stu News Laguna: "Loreen Gilbert is appointed Chair-elect of NAWBO" July/August Edition of Laguna Beach Magazine: "Loreen Gilbert Named Women Business Advocate Of The Year" July 14th- U.S. News: "Female Financial Advisors Find Their Way" June 30th - Stu News Laguna: "Local Wealth Manager Loreen Gilbert Provides Useful Tips for Art Collectors and Investors" June 26th- Newport Beach Independent: "Financial Tips For Recent Grads" June 8th- Orange County Register: "Four Orange County businesswomen honored at the Remarkable Women Awards Gala"May 31st - Newport Beach Independent "Local Philanthropist Help Raise $400k for United Way" May 10th - LA Times: " 4 Local Business Executives To Receive Remarkable Women Awards" May 5th - Newport Beach Independent: "Women Business Owners Honor Four Remarkable Women" May 1st - Five Star Professionals: "Orange County Five Star Award Winner"May 1st- Orange County Register: "4 Orange County Women To Be Feted for Their Roles in Business"February 7th - Yahoo: "WealthWise Financial Now Offers Access to Both Worlds Robo and Advisor" February 3rd - Laguna Beach Independent: "Local Joins Presidential Advisory Council" January 31st - Stu News: "Loreen Gilbert, of Laguna Beach, Only Wealth Manager in State Named to Trump Small Business Advisory Council" January 27th- LA Times: "Laguna Resident Appointed to Trump Small-Business Advisory Group"2016December 9th - Laguna Beach Magazine "Laguna Beach Luminaries" December 6th - Stu News "WealthWise’s Loreen Gilbert is one of the Select OC Advisor Selected by LPL to Offer New Investment Platform"November 11th - Stu News "LBPA will host clothing drive on Friday, Nov 18" November 4th - Stu News "KX 93.5 FM debuts “WealthWise Moments” to Educate Listeners about Financial and Philanthropic Matters"November 2016 - Modern Luxury "Philanthropy: One To Watch"September 2016 - Laguna Beach Magazine “Global-Minded Philanthropist”August 19th - Stu News "Laguna Beach's Loreen Gilbert Names to NAWBO Board"August 13th - Yahoo Finance "What to Do With Leftover Money in Your College Savings Plan"August 10th - Money Magazine "What to Do With Leftover Money in Your College Savings Plan"August 10th - Reuters "Your Money: What to do with Leftover College Savings Plan Cash"May 14th - Orange County Register " Three Women Running O.C. Businesses are Honored from Building from Zero" April 26th - Investor's Business Daily with Personal Finance "How To Beat The Phaseout Of Social Security File-And-Suspend Move "April 15th - Laguna Beach Independent "Money Manager Earns Praise of Women"April 14th - Orange County Business Journal: "NAWBO Honors Gilbert, Dickson"April 12th - Stu News Laguna: "Loreen Gilbert will be honored at Remarkable Women event May 19, as Business Owner of the Year"