Sponsors

Our special thanks to all those who have sponsored WISE over the years.

Payden & Rygel

Payden & Rygel provides a full range of investment strategies and services to investors around the globe. Headquartered in Los Angeles, California, Payden & Rygel has an international presence, with over 350 client relationships worldwide.

New York Life

Our promise? To work with you to build a strong financial future. We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve their financial security. Since 1845, we’ve been doing just that—making sure our customers are prepared for whatever life has in store and that we will be there to help them face the future with confidence.We’re a lot like the clients we serve. Each of us is working hard to meet life’s responsibilities and build our own futures. Funding retirement? Looking after aging parents? Dealing with the death of a family member? We’ve been there, and we’ve persevered through the toughest of times. So when we work with you, we appreciate that we are being trusted with your most important assets: your family and your business. We take that responsibility seriously. For nearly 170 years, we’ve kept every promise we’ve made to our customers. That’s simply a fact.

The PIMCO Foundation

Mission: To empower people globally to reach their full potential

PIMCO's commitments go beyond investment management. In addition to focusing on meeting our responsibilities to the people and institutions who rely on us to manage their retirement and investment assets, we contribute to the communities where we work and live by giving our time and resources through The PIMCO Foundation.

Charles Schwab

Charles Schwab is a leading financial services provider, yet some of our most rewarding investments have nothing to do with stocks, bonds and mutual funds. That’s why we’re proud to support the WISE organization. For more information about the personal service, expert insights and great value we offer, call or visit the Anaheim, Irvine, Newport Beach or Mission Viejo branches for details.

The Charles and Helen Schwab Foundation

The Charles and Helen Schwab Foundation is a private charitable organization that funds and operates programs in the areas of learning differences and human services. It operates independently of the financial services firm, The Charles Schwab Corporation. To learn more, visit www.schwabfoundation.org. We understand what discerning women want when they evaluate and select a financial advisor. Managing more than $1.2B our goal is simple – exceed client expectations for both service and performance. We can provide results-oriented solutions for your investment, financial planning and banking needs.

First Foundation Advisors

First Foundation Advisors provides Wealth Management, Private & Business Banking, Trust and Real Estate Services. Its affiliates offer comprehensive Investment Management, Family Wealth Planning and Education, Complex Estate Planning and Advice to businesses and high net-worth individuals. By combining these solutions under one roof, we make it easier for our clients to receive comprehensive advice with a private banking feel.

Beacon Pointe Advisors

Beacon Pointe Advisors. BP The Clear Direction. Institutional Consulting · Private Wealth Management · Retirement Sponsored Plans · Women's Advisory Institute

Research Affiliates, LLC

Research Affiliates, LLC is a global leader in smart beta and asset allocation strate​gies. Dedicated to creating value for investors, we seek to have a profound impact on the global investment community through our insights and products.

Paul Merage School of Business

The Paul Merage School of Business at UCIrvine offers four dynamic MBA programs – plus PhD and undergraduate business degrees – that deliver its thematic approach to business education: sustainable growth through strategic innovation. It graduates leaders with the exceptional ability to help grow their organizations through analytical decision-making, innovation and collaborative execution. In-class and on-site experiences with real-world business problems give students the edge needed to help companies compete in today’s global economy. For more information visit the website at merage.uci.edu.

Center Club

For over 30 years now Center Club has been working to be the ultimate destination for leaders in Orange County. We are proud of our community and our Members and want to give back in a truly meaningful way, as we fulfill your desire to make an impact on the community.

Ellevate Network

Ellevate Network is a global professional women’s network, made up of women who are committed to elevating each other through education, inspiration, and opportunity. Our mission is to close the gender achievement gap in business by providing women with a community to lean on and learn from.

Leadership in Heels

To motivate, inspire, educate and equip women to see themselves as leaders and pivot their lives forward personally, professionally and in the community.

Leonard A. & Mary Jane Schafer Foundation

Pittsburgh, PA

The George L. Argyros School of Business and Economics

The George L. Argyros School of Business and Economics develops business leaders who create value for their organizations by blending the capacity for sound economic reasoning and a global perspective with the qualities of individual initiative, accountability, effective communication, and integrity. Home of Nobel Prize Winner Vernon L. Smith, the Argyros School was named Business Week magazines Top 50 Undergraduate Business programs in the country in 2009.

Mihaylo College of Business and Economics

Mihaylo College of Business and Economics at California State University, Fullerton is the largest accredited business school on the West Coast, nationally recognized for accreditation of both its Business and Accounting Programs. Mihaylo College is included in Princeton Review’s “Best 296 Business Schools,” and U.S. News and World Report lists California State University, Fullerton’s Master’s Programs among the top ten in the West. Mihaylo provides a world-class business education, offering graduate and undergraduate programs that integrate classroom education with best business practices; technology; award-winning research; functional applications; and real-world experience. Because of its strong support of the mission of WISE and WISE Choices, Mihaylo College has been a sponsor since 1997.

ICMA-RC

ICMA-RC is an independent not-for-profit corporation focused on providing retirement plans and related services for more than 900,000 public employees in more than 8,000 retirement plans. Its mission is to help build retirement security for public employees by providing investment tools, financial education, and other retirement-related services. The corporation also works to ease the administrative responsibility of local governments that offer these benefits to their employees.

Calvert

Calvert, based in Bethesda, Maryland, is best known as a leader in the field of social investing, celebrating 30 years of helping investors reach their financial goals. Calvert manages thirty-two mutual funds with over $12 billion in assets under management. In 2000, Calvert created the Calvert Social Index, a benchmark for measuring the performance of large, U.S.-based socially responsible companies.  

Sierra

Sierra helps conservative investors and retirees manage their wealth so they can maintain a comfortable lifestyle. We target 10% average returns after fees while limiting downside risk to 4%. Since 1987, Sierra’s active account management has delivered peace of mind through daily monitoring, prudent allocations and sell discipline.  

Orange County Business Journal

Our promise? To work with you to build a strong financial future.We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve their financial security. Since 1845, we’ve been doing just that—making sure our customers are prepared for whatever life has in store and that we will be there to help them face the future with confidence.We’re a lot like the clients we serve. Each of us is working hard to meet life’s responsibilities and build our own futures. Funding retirement? Looking after aging parents? Dealing with the death of a family member? We’ve been there, and we’ve persevered through the toughest of times. So when we work with you, we appreciate that we are being trusted with your most important assets: your family and your business. We take that responsibility seriously. For nearly 170 years, we’ve kept every promise we’ve made to our customers. That’s simply a fact.

Girls Inc.

WISE was honored to one of 3 recipients of the Volunteer Appreciation Award by Girls Inc. The award was presented at a beautiful luncheon at the Disneyland Resort which Darlene March and Jan Walsh attended. WISE has been supporting and sponsoring many various activities and workshops for Girls Inc. since 2014. WISE is grateful to be a partner with Girls Inc. assisting girls of all ages to be Strong, Smart, and Bold.