Five Star award winner Loreen M. Gilbert

PROFESSIONAL ACCOMPLISHMENTS

AWARDS

Five Star Wealth Manager award winner 2012 — 2024
Forbes Top Women Wealth Advisors Best-In-State 2022 & 2023*
Forbes Best-In-State Wealth Advisors 2021*
ThinkAdvisor Luminaries Thought Leadership Award 2021**
Silver Stevie Award For Women In Business 2020***
Remarkable Women Awards- Business Owner of the Year, NAWBO-OC 2016****
Remarkable Women Awards- Advocate of the Year, NAWBO-OC 2017****
Enterprising Women of the Year Winner, 2017*****

*The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.

**The Luminaries Program shines a spotlight on how industry participants are producing results in thought leadership & education. They were selected by a diverse panel of judges from across the industry and the editorial team at ThinkAdvisor

***Stevie Awards are conferred in eight programs: the Asia-Pacific Stevie Awards, the German Stevie Awards, the Middle East & North Africa Stevie Awards The American Business Awards®, The International Business Awards®, the Stevie Awards for Great Employers, the Stevie Awards for Women in Business, and the the Stevie Awards for Sales & Customer Service. Stevie Awards competitions receive more than 12,000 entries each year from organizations in more than 70 nations. Honoring organizations of all types and sizes and the people behind them, the Stevies recognize outstanding performances in the workplace worldwide.

****This award recognizes the accomplishments of one NAWBO member, who has used creative initiatives to overcome obstacles, create jobs, grow a successful business, and help her community. Must be a woman business owner that owns at least 25 percent of her business and actively runs the day-to-day operations.

*****To win this award, nominees must demonstrate that they have fast-growth businesses, mentor or actively support other women and girls involved in entrepreneurship, and stand out as leaders in their communities. Many of the honorees also serve as leaders of the key organizations that support the growth of women’s entrepreneurship.

BOARDS

The University of Texas at Austin McCombs Dean's Advisory Council
The University of Texas at Austin McCombs Wealth Management Center
Past Chair of the NAWBO Institute (National Association of Women Business Owners Institute)

Recent Philanthropic Efforts

Member of the Tocqueville Society Cabinet for Orange County United Way an is involved in the Women's Philanthropy Fund
National Board of Governors, Opportunity International
Advisory Board member, Hope International
Launched the Sharapova Women's Entrepreneur Program
November 2018- Leading the second annual NAWBO National trip with US women businessowners to Nicaragua in partnership with Opportunity International

Loreen Gilbert is an experienced wealth manager who has spent more than three decades creating comprehensive wealth strategies for her clients. Upon graduating from the University of Texas at Austin with a degree in Business Administration, she launched her career at Fidelity Investments where she assisted clients with investment management services. Gilbert then worked for a private company selling retirement plans to municipalities and their employees. She has been in private practice as a wealth manager since 1997, and is the founder and CEO of WealthWise Financial Services, which offers securities and investment advisory services to individuals, business owners and corporations through her affiliation as a registered principal with LPL Financial.

Gilbert has been covered by CNBC, Bloomberg, Fox, TD Ameritrade, BBC, Cheddar, US News & World Report, USA Today, Investor’s Business Daily, Yahoo! Finance, Money Magazine, Reuters, Financial Advisor Magazine, Plan Sponsor Magazine and WealthManagement.com.

Gilbert’s business licenses and credentials include registration as an Investment Advisor Representative with LPL Financial; FINRA Series 7, 63, 24, and 65, registrations held through LPL Financial; Certified Investment Management Analyst (CIMA) designation; Accredited Investment Fiduciary (AIF) designation; insurance licensed in Life, Disability, Variable Life, and Long-Term Care; and Bachelor of Business Administration.

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This award was issued on 5/1/24 by Five Star Professional (FSP) for the time period 7/25/23 through 1/31/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2682 Orange County-area wealth managers were considered for the award; 140 (5% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 2,576, 160, 6.2%, 5/1/23, 7/25/22 - 2/10/23; 2022: 2482, 143, 6%, 5/1/22, 8/30/21 - 3/4/22; 2021: 2398, 144, 6%, 5/1/21, 8/17/20 - 3/12/21; 2020: 2320, 152, 7%, 5/1/20, 8/1/19 - 3/13/20; 2019: 2469, 187, 8%, 5/1/19, 8/13/18 - 3/11/19; 2018: 2423, 144, 6%, 5/1/18, 6/21/17 - 3/16/18; 2017: 1790, 280, 16%, 5/1/17, 8/24/16 - 2/24/17; 2016: 1383, 312, 23%, 2/1/16, 8/19/15 - 1/15/16; 2015: 2010, 351, 17%, 3/1/15, 8/30/14 - 1/30/15; 2014: 3489, 302, 9%, 3/1/14, 8/30/13 - 1/30/14; 2013: 2293, 415, 18%, 3/1/13, 8/30/12 - 1/30/13; 2012: 1760, 255, 14%, 3/1/12, 8/30/11 - 1/31/12.

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Loreen Gilbert is a Registered Representative with and Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA & SIPC.

The LPL registered representatives associated with this site may only discuss and/or transact securities with residents to the following states: Arizona (AZ), California (CA), Colorado (CO), Delaware (DE), District of Columbia (DC), Illinois (IL), Indiana (IN), Louisiana (LA), Massachusetts (MA), Minnesota (MN), Montana (MT), New Hampshire (NH), New Mexico (NM), Nevada (NV), New York (NY), North Carolina (NC), Ohio (OH), Texas (TX), Virginia (VA) and Washington (WA).

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.