WealthWise Financial Services

(on irvine center drive)
Financial and Investment Services in Irvine, CA
Financial and Investment Services

Hours

Monday
8:00AM - 5:00PM
Tuesday
8:00AM - 5:00PM
Wednesday
8:00AM - 5:00PM
Thursday
8:00AM - 5:00PM
Friday
8:00AM - 5:00PM
Saturday
Closed
Sunday
Closed

Location

9070 Irvine Center Drive
Irvine, CA
92618

About

We encourage our clients to reflect on and articulate their vision, both personal and financial. Our values-based approach to financial planning and wealth management establishes a clear and personalized financial path to assist our clients in pursuing their goals.

Photos

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Latest

#MarketUpdate #CCN Check out Loreen's latest feature in this Capital and Celeb article. https://hubs.ly/H0xnf3g0 CCN.COM 3 Reasons These Train Wreck Debates Won't Derail An S&P 500 Rally
#MarketUpdate #Election Check out Loreen's latest feature in this Cantech Letter article. https://hubs.ly/H0xn9kr0 CANTECHLETTER.COM Biden or Trump? The bull market doesn't care, this money manager says - Cantech Letter
#MarketUpdate #CNBC Check out Loreen's latest appearance on CNBC where she talks about the impact of the election on the market. https://hubs.ly/H0xnf150 CNBC.COM Money manager Loreen Gilbert sees a year-end rally no matter who wins election
#WealthWiseMoment #MarketUpdate Listen to Loreen's latest appearance on KX93.5 FM for the WealthWise Moment! https://hubs.ly/H0x3Ltd0 WEALTHWISEFINANCIAL.COM KX FM Interview
#MondayMotivation We may encounter many defeats but we must not be defeated. Maya Angelou
#MarketUpdate Check out Loreen's latest appearance on Yahoo Finance where she discusses stimulus being priced into the markets. https://hubs.ly/H0x3LsH0 FINANCE.YAHOO.COM 'The markets have been pricing in more stimulus': WealthWise Financial CEO
The weekly market commentary is now available. For more info, please click on the following link. #MarketUpdate
Financial planning is an important part of securing your current lifestyle as well as preparing yourself for what you wish to do in your eventual retirement. Gen Xers, Millennials, and Baby Boomers need to know about financial planning. https://hubs.ly/H0xsvCN0 #FinancialPlan #WealthWiseFinancial
Today we shed light on all the amazing accomplishments and success of all women in business. #WealthWiseFinancial
The weekly market commentary is now available. For more info, please click on the following link. https://lplresearch.com/2020/10/14/market-update-wed-oct-14-2020-lpl-financial-research/ #MarketUpdate
Many people have questions about investing during an election year. Here are 5 important things to consider regarding the markets during past election years. https://hubs.ly/H0xstBW0 #ElectionYear #WealthWiseFinancial #Investing
Despite all of the other advances made in our society in recent generations, women continue to face unique challenges when it comes to preparing for their financial futures. #WealthWiseFinancial #WomenandMoney
The weekly market commentary is now available. For more info, please click on the following link. https://hubs.ly/H0yjGF40
The weekly market commentary is now available. For more info, please click on the following link. https://hubs.ly/H0yQJFn0
#MarketUpdate #YahooFinance Check out Loreen's latest appearance on Yahoo Finance where she talks about the market risks and the election. https://hubs.ly/H0yNRXl0 MONEY.YAHOO.COM ‘I think there is more risk to be out of the market' than being in: WealthWise Financial CEO
The weekly market commentary is now available. For more info, please click on the following link. https://hubs.ly/H0zghpr0
Today is Election Day! Be sure to get out and vote. If you have a mail-in-ballot be sure it has been postmarked and sent in today or dropped off at an approved ballot drop. #ElectionDay
#WealthWise Check out Loreen's latest appearance on Bloomberg Radio where she talks about the markets. https://hubs.ly/H0zWb1L0
#Marketupdate Check out Loreen's latest feature in this https://hubs.ly/H0zWh4_0 article. https://hubs.ly/H0zWb1J0
Today, we honor all U.S. military veterans. Thank you for your service. #VeteransDay
The weekly market commentary is now available. For more info, please click on the following link. https://hubs.ly/H0zgxGg0
Online scams evolve rapidly. Stay abreast of the current tactics in use by cybercriminals. Here are some tips to help spot online scams. https://hubs.ly/H0zbf390 #FraudAwareness WEALTHWISEFINANCIAL.COM Recognizing and Avoiding Online Scams
People will forget what you said. People will forget what you did. But people will never forget how you made them feel. —Maya Angelou #MondayMotivation
Be sure to tune in on November 24th from 12:00PM to 1:00PM for Loreen's radio takeover to help raise money for KX FM.
The weekly market commentary is now available. For more info, please click on the following link. https://hubs.ly/H0zghqw0
Preparing your financial plan for the end of the year is very important when it comes to tax planning. Learn how you can get your plan ready for tax season so that you can reduce your tax bill. https://hubs.ly/H0zbpk-0 #YearEnd #TipTuesday #FinancialPlan #TaxPlanning WEALTHWISEFINANCIAL.COM End of Year Planning: Set Goals and Reduce Taxes
—Optimism is the faith that leads to achievement. Nothing can be done without hope and confidence. Helen Keller #MondayMotivation
Happy Thanksgiving from the WealthWise Financial team! We hope you have a happy and safe holiday with your family.
The weekly market commentary is now available. For more info, please click on the following link. https://hubs.ly/H0zgmgV0
It is very important to know who you are. To make decisions. To show who you are. —Malala Yousafzai #MondayMotivation
The weekly market commentary is now available. For more info, please click on the following link. https://hubs.ly/H0BL-Nt0
Entrepreneurship is one of the most consistent paths to wealth, though it doesn't come without some pitfalls, particularly in these uncertain times. What can women entrepreneurs do to survive and thrive in the COVID era? https://hubs.ly/H0BMFvr0 #TipTuesday #Entrepreneur WEALTHWISEFINANCIAL.COM What Should Women Entrepreneurs Do to Thrive in the COVID Era?
If you are planning to do your holiday shopping this weekend, be sure to get out or shop online at your local small business! #SmallBusinessSaturday
The weekly market commentary is now available. For more info, please click on the following link. https://hubs.ly/H0BLYQH0
Use this End Of Year deadlines checklist to help you get everything done before the new year. https://hubs.ly/H0BMsMv0 #YearEnd
#MarketUpdate #WealthWiseMoment Check out Loreen's latest appearance on KX 93.5 FM for the WealthWise Moment. https://hubs.ly/H0C8Qx50 WEALTHWISEFINANCIAL.COM KX FM WealktWise Moment
#BBC #MarketUpdate Check out Loreen's latest appearance on BBC World News regarding the election and the markets. https://hubs.ly/H0C8XbW0 YOUTUBE.COM Loreen Gilbert on BBC World News
#MarketUpdate #MarketOutlook Check out Loreen's latest appearance on Yahoo Finance where she talks about her end of year outlook. https://hubs.ly/H0C8-yV0 MONEY.YAHOO.COM WealthWise's Loreen Gilbert on her end of year market outlook
Each year in the United States, National Pearl Harbor Remembrance Day honors all those who lost their lives when Japan attacked Pearl Harbor on December 7, 1941. More than 3,500 Americans lost their lives or were wounded on that solemn day. Today we honor those whose lives were lost during the attack on Pearl Harbor.
The weekly market commentary is now available. For more info, please click on the following link. https://hubs.ly/H0BLYQJ0
#MondayMotivation
#MondayMotivation
It's sweater weather, show off your ugly Christmas sweater!
We were recently featured in an article with Bankrate discussing how to fulfill the top 11 financial New Year's resolutions! Read it here: https://hubs.ly/H0CQhq70 BANKRATE.COM 11 Financial Resolutions For 2021 | Bankrate
Wishing you and your family a very Merry Christmas!
The weekly market commentary is now available. For more info, please click on the following link. https://hubs.ly/H0BLYQM0
2020 has finally come to an end, whew. Wishing everyone a very happy and safe New Year! #2021
#MondayMotivation
The weekly market commentary is now available. For more info, please click on the following link. https://hubs.ly/H0D93Bd0
There are unique financial planning considerations for women that translate into a need to save more money. Here are some tips to help you with your financial planning. https://hubs.ly/H0D98cl0 #TipTuesday #FinancialPlanning WEALTHWISEFINANCIAL.COM Unique Financial Planning Considerations for Women
The weekly market commentary is now available. For more info, please click on the following link. https://hubs.ly/H0D9lpq0
For years, you’ve diligently invested in your retirement portfolio, accumulating wealth that you hope will sustain you throughout your Golden Years. Here are some tips to help you invest enough to support you after retirement. https://hubs.ly/H0D98cF0 #TipTuesday #Investing WEALTHWISEFINANCIAL.COM Investing for the Future
Stocks ended a choppy session at record highs Friday afternoon as investors attempted to gauge the likelihood of additional stimulus out of Washington. WealthWise Financial CEO Loreen Gilbert and Bankrate.com Senior Economic Analyst Mark Hamrick joined Yahoo Finance Live to break down the details. Read more: https://hubs.ly/H0DDCRS0 FINANCE.YAHOO.COM Market Recap: Friday, January 8
#MondayMotivation
The weekly market commentary is now available. For more info, please click on the following link. https://hubs.ly/H0D93Cr0
The beginning of the year is a great time to get organized! Here are some tips to help you get your financial documents in order for 2021! https://hubs.ly/H0D9kM00 #TipTuesday WEALTHWISEFINANCIAL.COM Tips for Organizing Your Financial Documents
#MondayMotivation
Today we recognize Civil Rights leader, Dr. Martin Luther King Jr. and his contribution to equality and justice.
We were recently featured on Bloomberg TV & Radio! Click the links below to check it out! Bloomberg TV: https://hubs.ly/H0DX5Yc0 Bloomberg Radio: https://hubs.ly/H0DX1xv0 VIMEO.COM Loreen Gilbert - Bloomberg TV - 1/13/21
We were recently featured in an article with Investor's Business Daily! See what we had to say about physician's increased interest in purchasing disability insurance: https://hubs.ly/H0DRrZp0 INVESTORS.COM Advisors Guide Clients To Save Money And Shop Smart For Insurance
#MondayMotivation
I was featured with TD Ameritrade yesterday! See my conversation with Nicole Petallides: https://hubs.ly/H0FdCsW0 TDAMERITRADENETWORK.COM Loreen Gilbert On Which Sectors Could Outperform This Year | The Watch List: 01/21/2021 | TD Ameritrade Network
The weekly market commentary is now available. For more info, please click on the following link. https://hubs.ly/H0D93Cr0
The beginning of the year is a great time to get organized! Here are some tips to help you get your financial documents in order for 2021! https://hubs.ly/H0D9kM00 #TipTuesday WEALTHWISEFINANCIAL.COM Tips for Organizing Your Financial Documents
#MondayMotivation
Today we recognize Civil Rights leader, Dr. Martin Luther King Jr. and his contribution to equality and justice.
#MondayMotivation #BlackHistoryMonth
The weekly market commentary is now available. For more info, please click on the following link. https://hubs.ly/H0D9lqp0
WealthWise Financial CEO Loreen Gilbert joins Yahoo Finance Live to discuss the latest market action as earnings season continues. Read more in our Yahoo! Finance feature: https://hubs.ly/H0FvQvN0 FINANCE.YAHOO.COM Companies beating estimates ‘bodes well’ for the rest of earnings season: WealthWise Financial CEO
#MondayMotivation
I was featured with TD Ameritrade yesterday! See my conversation with Nicole Petallides: https://hubs.ly/H0FdCsW0 TDAMERITRADENETWORK.COM Loreen Gilbert On Which Sectors Could Outperform This Year | The Watch List: 01/21/2021 | TD Ameritrade Network
The weekly market commentary is now available. For more info, please click on the following link. https://hubs.ly/H0D93Cr0
The weekly market commentary is now available. For more info, please click on the following link. https://hubs.ly/H0FChCg0
While the 2020 tax year saw some significant changes to filing deadlines, the 2021 tax season seems to be on track. Here are all the tax deadlines you need to know: https://hubs.ly/H0FRnzx0 #TipTuesday WEALTHWISEFINANCIAL.COM Key Tax Deadlines for 2021
#MondayMotivation #BlackHistoryMonth
The weekly market commentary is now available. For more info, please click on the following link. https://hubs.ly/H0D9lqp0
WealthWise Financial CEO Loreen Gilbert joins Yahoo Finance Live to discuss the latest market action as earnings season continues. Read more in our Yahoo! Finance feature: https://hubs.ly/H0FvQvN0 FINANCE.YAHOO.COM Companies beating estimates ‘bodes well’ for the rest of earnings season: WealthWise Financial CEO
#MondayMotivation
We are honored to be named #57 on Forbes Best-In-State Wealth Advisors! This would not be possible without our amazing team.
The weekly market commentary is now available. For more info, please click on the following link. https://hubs.ly/H0GhMtZ0 #MarketUpdate
No matter your age, you are empowered to take charge of both your current financial situation and your financial future. The best way to start is through investing. Take charge of your life today: https://hubs.ly/H0GhJkR0 #TipTuesday WEALTHWISEFINANCIAL.COM Begin Investing While Young
Check out our recent segment on KX FM radio, and don't forget to tune in every Wednesday at 8am PST! https://hubs.ly/H0Gbpzq0 WEALTHWISEFINANCIAL.COM KX FM WealktWise Moment
#MondayMotivation #BlackHistoryMonth
The weekly market commentary is now available. For more info, please click on the following link. https://hubs.ly/H0FChCg0
The weekly market commentary is now available. For more info, please click on the following link. https://hubs.ly/H0GhMxY0 #MarketUpdate
Many parents pay for college with a combination of current income, savings, and financial aid. By learning the basics of financial aid, you can understand how the process works and compare the awards your child receives. Read more: https://hubs.ly/H0GHvDk0 #FinancialAidAwareness WEALTHWISEFINANCIAL.COM Financial Aid 101
#MondayMotivation #BlackHistoryMonth
Happy Valentine's Day from WealthWise Financial!
Did you see us on Bloomberg this week? Check it out below! Bloomberg TV: https://hubs.ly/H0GxbcQ0 Bloomberg Radio: https://hubs.ly/H0GxbcR0 BLOOMBERG.COM Equities Are Frothy in a Lot of Areas: Wealthwise Financial
We are honored to be named #57 on Forbes Best-In-State Wealth Advisors! This would not be possible without our amazing team.
The weekly market commentary is now available. For more info, please click on the following link. https://hubs.ly/H0GhMD90 #MarketUpdate
Sell-off is the result of investors looking to diversify, says Advisors Capital Management’s Feeney. See all of Loreen's CNBC appearance here: https://hubs.ly/H0H65Y30 CNBC.COM Sell-off is result of investors looking to diversify, says Advisors Capital Management's Feeney
Investing is a crucial part of many financial plans, but it can be a nerve-wracking experience. Learn about the 4 key elements of financial asset management: https://hubs.ly/H0HvPK-0 #TipTuesday #AssetAwareness WEALTHWISEFINANCIAL.COM How Financial Asset Management May Help Investors Stay the Course
#MotivationMonday
The weekly market commentary is now available. For more info, please click on the following link. https://hubs.ly/H0GhMD90 #MarketUpdate
Sell-off is the result of investors looking to diversify, says Advisors Capital Management’s Feeney. See all of Loreen's CNBC appearance here: https://hubs.ly/H0H65Y30 CNBC.COM Sell-off is result of investors looking to diversify, says Advisors Capital Management's Feeney
#MondayMotivation #BlackHistoryMonth
The weekly market commentary is now available. For more info, please click on the following link. https://hubs.ly/H0GhMxY0 #MarketUpdate
Take a look at our appearance on Bloomberg TV! https://hubs.ly/H0HLJ2y0 VIMEO.COM Loreen Gilbert - Bloomberg TV - 3/2/21
The weekly market commentary is now available. For more info, please click on the following link. https://hubs.ly/H0HdJNX0 LPLRESEARCH.COM LPL Financial Research
The weekly market commentary is now available. For more info, please click on the following link. https://hubs.ly/H0HdVbS0 LPLRESEARCH.COM LPL Financial Research
Every woman needs to balance her financial past with her financial future. Learn our best tips to help you pursue financial independence: https://hubs.ly/H0HTg970 #InternationalWomensDay WEALTHWISEFINANCIAL.COM Tips for Women to Help Build Financial Independence
Take a look at our appearance on Bloomberg TV! https://hubs.ly/H0HLJ2y0 VIMEO.COM Loreen Gilbert - Bloomberg TV - 3/2/21
The weekly market commentary is now available. For more info, please click on the following link. https://hubs.ly/H0HdJNX0 LPLRESEARCH.COM LPL Financial Research
Investing is a crucial part of many financial plans, but it can be a nerve-wracking experience. Learn about the 4 key elements of financial asset management: https://hubs.ly/H0HvPK-0 #TipTuesday #AssetAwareness WEALTHWISEFINANCIAL.COM How Financial Asset Management May Help Investors Stay the Course
#MotivationMonday
Did you see Loreen on Yahoo! Finance this week? https://hubs.ly/H0JwhNt0 MONEY.YAHOO.COM 'Innovation is the key when it comes to growth': WealthWise Financial CEO
The weekly market commentary is now available. For more info, please click on the following link. https://hubs.ly/H0HdVv30 LPLRESEARCH.COM LPL Financial Research
Happy St. Patrick's Day from WealthWise Financial Services!
#MotivationMonday
The weekly market commentary is now available. For more info, please click on the following link. https://hubs.ly/H0HdVbS0 LPLRESEARCH.COM LPL Financial Research
Every woman needs to balance her financial past with her financial future. Learn our best tips to help you pursue financial independence: https://hubs.ly/H0HTg970 #InternationalWomensDay WEALTHWISEFINANCIAL.COM Tips for Women to Help Build Financial Independence
Tax identity theft is especially prominent during tax season. Learn the 5 ways you can protect yourself: https://hubs.ly/H0JMVCL0 #TipTuesday WEALTHWISEFINANCIAL.COM Tax Identity Theft Awareness - Protecting Yourself from Tax Identity Theft
#MotivationMonday
Did you see Loreen on Yahoo! Finance this week? https://hubs.ly/H0JwhNt0 MONEY.YAHOO.COM 'Innovation is the key when it comes to growth': WealthWise Financial CEO
The weekly market commentary is now available. For more info, please click on the following link. https://hubs.ly/H0HdVv30 LPLRESEARCH.COM LPL Financial Research
Happy St. Patrick's Day from WealthWise Financial Services!
#MotivationMonday

Information

Company name
WealthWise Financial Services
Category
Financial and Investment Services

FAQs

  • What is the phone number for WealthWise Financial Services in Irvine CA?
    You can reach them at: 949-748-1177. It’s best to call WealthWise Financial Services during business hours.
  • What is the address for WealthWise Financial Services on irvine center drive in Irvine?
    WealthWise Financial Services is located at this address: 9070 Irvine Center Drive Irvine, CA 92618.
  • What are WealthWise Financial Services(Irvine, CA) store hours?
    WealthWise Financial Services store hours are as follows: Mon-Fri: 8:00AM - 5:00PM, Sat-Sun: Closed.