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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,...

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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...

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Anne Mulhearn

Financial Advisor, LPL Financial

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Anne began her financial services career in 2012. Since that time, Anne has focused on assisting clients with spending plans, retirement planning and wealth management. Following six years as a financial representative with a national...
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John Milligan

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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...

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