Loreen Gilbert | Source | CEO at WealthWise Financial Services

Loreen Gilbert is an experienced wealth manager who has spent more than 25 years creating comprehensive wealth strategies for her clients. She is the founder and president of WealthWise Financial Services, working with individuals and business owners. Gilbert serves as the Chair of the NAWBO Institute (National Association of Women Business Owners Institute) which provides resources and tools to women business owners around the globe. She spent four years on the NAWBO Board, representing more than 10 million women business owners in the US. Gilbert was awarded the Remarkable Woman Award as “2016 Business Owner of the Year” and “2017 Advocate of the Year” for NAWBO-Orange County. She was honored by Enterprising Women Magazine as a national winner of the 2017 Enterprising Woman of the Year. Gilbert is an ambassador for Opportunity International, a micro-lending organization helping families in developing countries to start/expand a business. She was appointed to the Trump Pence Small Business Advisory Council. 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 hosts on-air segments for KX93.5 FM; her iTunes podcast is called WealthWise Moment.