Broker Check


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

loreeng@wealthwisefinancial.com

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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John Milligan

Associate Portfolio Manager

johnm@wealthwisefinancial.com

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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Antoinette Naghavi, CRPC

When Annie was a senior in high school, her high school economics teacher encouraged her to read the book Rich Dad, Poor Dad. That book enlightened her to the concept of compounding interest, which changed the course of her career...

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Ethan Britt

Client Service Associate

Ethan is passionate about retirement and financial planning. He enjoys solving complex planning issues and assisting plan sponsors with retirement plan concepts. His interest in financial services started in college through the...

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April Martinez

Administrative Assistant

aprilm@wealthwisefinancial.com

April Martinez has spent her career in the finance industry. She spent ten years in the equipment leasing industry as a funding coordinator as well as an administrative assistant in the financial services industry. April joined...

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Chobe Gilbert

Greeter

Chobe is a chocolate Havanese and was born in Dallas, TX in 2013. Since that time, she has been a dedicated greeter in the WealthWise office. She is an important part of our client meetings and makes our clients feel at home. In her...

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