Gosia Guziak (CFP®)
Gosia Guziak focuses in the
following client markets or areas of practice:
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Women's Financial Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Women's Financial Planning Issues
Planning Specialties
Gosia is a CERTIFIED FINANCIAL PLANNER™ professional specializing in comprehensive retirement planning with an emphasis on proactive tax strategy. She works collaboratively with clients to develop actionable retirement income plans that integrate investment management, insurance analysis, and estate planning, enabling clients to pursue their long-term financial objectives with clarity and confidence. Prior to joining Oasis, Gosia served as an advisor at an independent registered investment advisory firm where she partnered with over 100 client households. She developed comprehensive financial plans addressing retirement income distribution strategies, portfolio management, insurance planning, and estate planning coordination. Through this work, she identified a persistent need for strategic tax planning in retirement and developed specialized expertise in tax-efficient withdrawal strategies, Roth conversion analysis, qualified charitable distributions, and other tax-aware planning techniques for retirees.
Gosia's approach centers on translating complex financial concepts into practical strategies. She prioritizes clear communication and ongoing collaboration to ensure clients understand their options and feel empowered to make informed decisions aligned with their values and retirement vision.
Gosia holds dual Bachelor of Business Administration degrees in Financial Planning and Human Resource Management from Temple University, where she graduated summa cum laude.
Additional Information
Outside the office, Gosia is a devoted dog mom who shares her home with three rescues—Pickles, Puddin, and PJ—and her husband, Cory. Originally from the Philadelphia area, she recently relocated to Tennessee and is spending her time discovering the local coffee shops, bookstores, and plant shops in her new community.
Whether she’s hitting local hiking trails or heading to the mountains to snowboard in the winter, Gosia is happiest when she's active. Having previously played rugby and softball, she now finds her physical challenge and mental decompression through a regular yoga practice. She is also fluent in Polish and has a deep appreciation for exploring different cultures through food and travel.
NAPFA Start Date
February 04, 2026
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