Women in Leadership Profile
WGG Wealth Partners
Personalized, holistic financial planning
W
“Financial
planning is about
GG Wealth Partners takes a about making a real difference in the lives of more than just
holistic approach to financial our clients,” says Reyes. money. It’s about
In addition to her licenses and professional making a real
planning that incorporates an
institutional methodology to investment
management combined with planning for
retirement, college, insurance, business
transition, generational wealth transfer,
retirement plan administration and more.
The WGG Wealth Partners team has 18
financial advisors in total, six of whom
are among the area’s top female advisors.
The dedicated women of WGG are Monika
Reyes, Stephanie Kerns, Heather Smart,
Karen Bothe, Jennifer Kachmar and Leslie
Gabbard. They use their combined 98 years
of industry experience and multiple areas of
expertise to take a personalized approach to
financial planning.
Veteran advisor, Monika Reyes, has been
in the industry for 20 years, 17 of those
with WGG Wealth Partners. Reyes works
with clients to see the whole picture for
meaningful life planning that goes beyond
investment management. “Financial
planning is about more than just money. It’s
designations, Reyes’ specific area of expertise
is IRA distribution and tax efficiency. “This difference in
year I am focused on The SECURE Act. It is the lives of our
something that impacts everyone and can clients.”
have major tax implications, if not handled
properly,” says Reyes.
— MONIKA REYES
Financial Advisor
WGG Wealth Partners
Stephanie Kerns, another of WGG Wealth
Partners’ dedicated advisors, has 18 years
of industry experience. Kerns is a Certified
Financial Planner specializing in educational
planning and college funding strategies.
“Whether it is speaking to groups during
college funding seminars, or working directly
with families, it is my passion to help people
send their kids to college without breaking
Co-branding, Full-color Lockup
the retirement bank,” says Kerns.
Her passion for education is evident in
the work she does with clients and in the
community. Kerns is a mother of three and
volunteers her time with the Eureka Schools
Foundation serving on committees and as a
past president.
3741 Douglas Blvd #290
Roseville, CA 95661
916.677.1640
wggwealthpartners.com
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March 2020 | comstocksmag.com
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