{"id":22,"date":"2020-12-14T23:32:52","date_gmt":"2020-12-15T07:32:52","guid":{"rendered":"https:\/\/wealthwise.wpengine.com\/about-us\/"},"modified":"2025-11-05T09:27:52","modified_gmt":"2025-11-05T17:27:52","slug":"about-us","status":"publish","type":"page","link":"https:\/\/wealthwisefinancial.com\/about-us\/","title":{"rendered":"About Us"},"content":{"rendered":"

[et_pb_section fb_built=”1″ specialty=”on” padding_top_1=”50px” padding_bottom_1=”30px” padding_bottom_2=”0px” padding_top_bottom_link_1=”false” padding_top_bottom_link_2=”false” padding_left_right_link_1=”false” padding_left_right_link_2=”false” padding_1_tablet=”0px||0px||true|false” padding_1_phone=”” padding_1_last_edited=”on|phone” admin_label=”Header” _builder_version=”4.16″ background_color=”#f8f9fa” custom_padding=”||0px||false|false” locked=”off” global_colors_info=”{}”][et_pb_column type=”1_2″ specialty_columns=”2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_row_inner _builder_version=”4.16″ custom_margin=”||||false|false” custom_margin_last_edited=”off|tablet” global_colors_info=”{}”][et_pb_column_inner saved_specialty_column_type=”1_2″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_divider color=”#8F8D5F” divider_position=”center” divider_weight=”1px” _builder_version=”4.16″ width=”120px” height=”7px” box_shadow_style=”preset7″ box_shadow_horizontal=”40px” box_shadow_vertical=”0px” box_shadow_color=”#8F8D5F” locked=”off” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.22.1″ header_4_font=”Noto Sans|700||on|||||” header_4_text_color=”#7C7800″ header_4_font_size=”11px” header_4_letter_spacing=”1px” z_index=”11″ custom_margin=”-41px|||130px|false|false” custom_padding=”||||false|false” locked=”off” global_colors_info=”{}”]<\/p>\n

About Us<\/h4>\n

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Who We Are, What We Stand For<\/h1>\n

We redefine wealth management by helping our clients articulate their vision for the future, navigate the risks of the market, and create a legacy that starts today. We start by understanding what our client\u2019s value about money and what they envision for their future. We go beyond helping our clients reach their financial goals by uncovering the gaps in their financial plan and current investment lineup. We also work hard to educate our clients on our process and offerings because we understand everyone has different levels of comfort and knowledge. We serve clients in all stages of life, which is why we provide a high level of personalization for our services using tools such as vision boards, risk tolerance software, and comprehensive financial planning. Our advisors act as fiduciaries meaning we are legally and ethically bound to act in our client\u2019s best interest. Our clients become part of the WealthWise Family and, as such, we strive to support our clients through living out our values of integrity, competency, and care. <\/span><\/p>\n

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Our Values<\/h2>\n

WealthWise Financial Services delivers personalized strategies that embody these values:<\/h4>\n

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Our Commitment<\/h4>\n

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We help our clients pursue their passions by striving to take the worry, fear and concern out of wealth management and financial planning.<\/h3>\n<\/blockquote>\n

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Philosophy<\/h4>\n

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Our Philosophy<\/h3>\n

At WealthWise Financial Services we navigate economic and market risks through a tactical investment philosophy<\/a> and construction of core and satellite portfolios. We create core fee-based portfolios with unconstrained weightings in sectors, market capitalizations and geographic location. We also create satellite portfolios using a variety of alternative investments that provide potential downside protection strategies.<\/p>\n

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Clients<\/h4>\n

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Our Clients<\/h3>\n

We specialize in working with business owners, key executives and women investors. Our clients entrust us with a minimum of $1,000,000 in investable assets.<\/p>\n

Whether we are working with business owners and key executives to maximize retirement plans and develop an exit strategy, or women investors on retirement and estate planning, our integrative approach helps give our clients a vision of the next chapter in life. If you would like to review your current financial situation, send us an email at info@wealthwisefinancial.com or give us a call at 949.748.1177.<\/p>\n

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Schedule a Complimentary Meeting<\/h2>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_button button_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjQ2In19@” button_text=”Schedule a Call” _builder_version=”4.16″ _dynamic_attributes=”button_url” button_bg_color=”#333333″ custom_margin=”39px|||||” custom_padding=”20px|30px|20px|30px|true|true” box_shadow_style=”preset1″ box_shadow_blur=”18px” box_shadow_spread=”0px” box_shadow_color=”rgba(51,51,51,0.4)” locked=”off” global_colors_info=”{}” box_shadow_color__hover=”#2585b2″ box_shadow_blur__hover_enabled=”off” box_shadow_blur__hover=”20px” box_shadow_vertical__hover_enabled=”off” box_shadow_vertical__hover=”10px”][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ module_id=”team” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ text_font=”PT Sans||||||||” text_font_size=”16px” text_line_height=”1.8em” header_2_font=”Playfair Display|700|||||||” header_2_font_size=”50px” header_2_line_height=”1.3em” header_4_line_height=”1.7em” custom_margin=”||60px|||” header_2_font_size_tablet=”32px” header_2_font_size_phone=”24px” header_2_font_size_last_edited=”on|tablet” locked=”off” global_colors_info=”{}”]<\/p>\n

Meet Our Team<\/h2>\n

[\/et_pb_text][et_pb_team_member name=”Loreen Gilbert CIMA\u00ae, AIF\u00ae, CRC\u00ae ” position=”Founder & CEO” image_url=”https:\/\/wealthwisefinancial.com\/wp-content\/uploads\/loreen200.jpg” facebook_url=”https:\/\/www.facebook.com\/WealthWiseFinancial\/” twitter_url=”https:\/\/twitter.com\/realloreeng” linkedin_url=”https:\/\/www.linkedin.com\/in\/loreengilbert\/” icon_color=”#45403D” _builder_version=”4.16″ _dynamic_attributes=”link_option_url” _module_preset=”default” header_font_size=”20px” body_text_color=”#45403D” position_text_color=”#7C7800″ position_font_size=”16px” position_line_height=”1.8em” custom_margin=”||48px|||” link_option_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjI3NyJ9fQ==@” border_radii_image=”on|50%|50%|50%|50%” border_radii_image_tablet=”” border_radii_image_phone=”on|0px|0px|0px|0px” border_radii_image_last_edited=”on|phone” global_colors_info=”{}”]<\/p>\n

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… READ MORE ><\/strong><\/a><\/p>\n

[\/et_pb_team_member][et_pb_team_member name=”John Milligan, CFA, MBA” position=”Director of Investment Strategy” image_url=”https:\/\/wealthwisefinancial.com\/wp-content\/uploads\/john200.jpg” icon_color=”#45403D” _builder_version=”4.23.2″ _dynamic_attributes=”link_option_url” _module_preset=”default” header_font_size=”20px” body_text_color=”#45403D” position_text_color=”#7C7800″ position_font_size=”16px” position_line_height=”1.8em” custom_margin=”||48px|||” link_option_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjI4MSJ9fQ==@” border_radii_image=”on|50%|50%|50%|50%” border_radii_image_tablet=”” border_radii_image_phone=”on|0px|0px|0px|0px” border_radii_image_last_edited=”on|phone” global_colors_info=”{}”]<\/p>\n

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… READ MORE ><\/a><\/strong><\/p>\n

[\/et_pb_team_member][et_pb_team_member name=”Chris Dinterman” position=”Retirement Plan Consultant” image_url=”https:\/\/wealthwisefinancial.com\/wp-content\/uploads\/chris.jpg” icon_color=”#45403D” _builder_version=”4.27.4″ _dynamic_attributes=”link_option_url” _module_preset=”default” header_font_size=”20px” body_text_color=”#45403D” position_text_color=”#7C7800″ position_font_size=”16px” position_line_height=”1.8em” custom_margin=”||48px|||” link_option_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjIwNzExMCJ9fQ==@” hover_enabled=”0″ border_radii_image=”on|50%|50%|50%|50%” border_radii_image_tablet=”” border_radii_image_phone=”on|0px|0px|0px|0px” border_radii_image_last_edited=”on|phone” global_colors_info=”{}” sticky_enabled=”0″]<\/p>\n

Chris is a retirement plans expert and LPL investment advisor representative with over 30 years experience in the financial services industry. Upon graduating from Towson University with a B.S. in Finance he began working for T. Rowe Price in both the headquarters in Baltimore, MD and at their office in Washington D.C… READ MORE ><\/a><\/strong><\/p>\n

[\/et_pb_team_member][et_pb_team_member name=”Diana Farrar” position=”Executive Assistant” image_url=”https:\/\/wealthwisefinancial.com\/wp-content\/uploads\/DianaFarrar-e1762363487281.webp” icon_color=”#45403D” _builder_version=”4.27.4″ _dynamic_attributes=”link_option_url” _module_preset=”default” header_font_size=”20px” body_text_color=”#45403D” position_text_color=”#7C7800″ position_font_size=”16px” position_line_height=”1.8em” custom_margin=”||48px|||” link_option_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjIwNzEzNCJ9fQ==@” hover_enabled=”0″ border_radii_image=”on|50%|50%|50%|50%” border_radii_image_tablet=”” border_radii_image_phone=”on|0px|0px|0px|0px” border_radii_image_last_edited=”on|phone” global_colors_info=”{}” sticky_enabled=”0″ alt=”Diana Farrar”]<\/p>\n

Diana Farrar is a seasoned Executive Assistant with 20+ years of experience supporting C-level leaders in fast-paced environments. At WealthWise Financial, she provides proactive, high-level support to ensure seamless operations and keep leadership focused on strategic priorities.
\u200b READ MORE ><\/a><\/strong><\/p>\n

[\/et_pb_team_member][et_pb_team_member name=”Chobe Gilbert” position=”Greeter” image_url=”https:\/\/wealthwisefinancial.com\/wp-content\/uploads\/Chobe-WealthWiseFinancialRetreat-103-scaled-e1629993854946.jpg” icon_color=”#45403D” _builder_version=”4.16″ _dynamic_attributes=”link_option_url” _module_preset=”default” header_font_size=”20px” body_text_color=”#45403D” position_text_color=”#7C7800″ position_font_size=”16px” position_line_height=”1.8em” custom_margin=”||48px|||” link_option_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjI4NyJ9fQ==@” border_radii_image=”on|50%|50%|50%|50%” border_radii_image_tablet=”” border_radii_image_phone=”on|0px|0px|0px|0px” border_radii_image_last_edited=”on|phone” global_colors_info=”{}”]<\/p>\n

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… READ MORE ><\/strong><\/a><\/p>\n

[\/et_pb_team_member][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"

About UsWho We Are, What We Stand For We redefine wealth management by helping our clients articulate their vision for the future, navigate the risks of the market, and create a legacy that starts today. We start by understanding what our client\u2019s value about money and what they envision for their future. We go beyond helping our clients reach their financial goals by uncovering the gaps in their financial plan and current investment lineup. We also work hard to educate our clients on our process and offerings because we understand everyone has different levels of comfort and knowledge. We serve clients in all stages of life, which is why we provide a high level of personalization for our services using tools such as vision boards, risk tolerance software, and comprehensive financial planning. Our advisors act as fiduciaries meaning we are legally and ethically bound to act in our client\u2019s best interest. Our clients become part of the WealthWise Family and, as such, we strive to support our clients through living out our values of integrity, competency, and care.

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\n\t\t\t\t\"\"\n\t\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/div>Our Values WealthWise Financial Services delivers personalized strategies that […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":70,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"class_list":["post-22","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/wealthwisefinancial.com\/wp-json\/wp\/v2\/pages\/22","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/wealthwisefinancial.com\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/wealthwisefinancial.com\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/wealthwisefinancial.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/wealthwisefinancial.com\/wp-json\/wp\/v2\/comments?post=22"}],"version-history":[{"count":0,"href":"https:\/\/wealthwisefinancial.com\/wp-json\/wp\/v2\/pages\/22\/revisions"}],"wp:attachment":[{"href":"https:\/\/wealthwisefinancial.com\/wp-json\/wp\/v2\/media?parent=22"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}