ELIZABETH GOSEK, MBA, LUTCF, RICP Founder & CEO
Elizabeth was born in Poland. Following her studies at the top Business School in Poland, the Warsaw School of Economics, she moved to the United States where she continued her education and earned a Master’s Degree in Business Administration (MBA) from LaSalle University in Philadelphia. Her educational and professional background has given her a broad base from which to approach financial planning challenges. Elizabeth believes that personalized service is essential when building a financial security plan focused on your specific needs and preferences.
She started her professional career with New York Life Insurance Co and NYLIFE Securities. In her pursuit to serving her clients as an independent Financial Advisor she joined the Harvest Group Financial Services where she counseled individuals and families in all facets of financial planning. Following the firm’s acquisition by a large national financial management firm, Elizabeth, true to her dedication to helping clients develop lifetime wealth strategies as an independent advisor, founded Optimal Wealth Services.
Elizabeth accepted an opportunity to partner with Thrive to expand and deliver holistic financial planning based on fiduciary principles. She brings more than 13 years of experience in the financial advisory practice along with a shared passion in helping clients achieve their life goals.
Elizabeth practices giving back to the community and is active in a number of non-profit organizations. She resides in Washington Crossing, PA and enjoys spending time with her husband and their three sons.
Elizabeth Gosek, MBA, LUTCF, RICP
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We at Optimal Wealth Sercives know that finding the right financial advisor to work with you is a choice not to be taken lightly. That’s why we offer free consultations to walk you through your needs, the scope of your goals, and your budget.