AeroLeads people directory · profile
Malgorzata Guziak, Cfp® Email & Phone Number
Senior Wealth Advisor
at
Oasis Wealth Planning Advisors, LLC
1 work email found
@spotlight-verlag.de
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Wealth Advisor
Location
Mount Laurel, New Jersey, United States
Company size
Who is Malgorzata Guziak, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Malgorzata Guziak, Cfp® is listed as Senior Wealth Advisor at Oasis Wealth Planning Advisors, LLC, a with 9 employees, based in Mount Laurel, New Jersey, United States. AeroLeads shows a work email signal at spotlight-verlag.de and a matched LinkedIn profile for Malgorzata Guziak, Cfp®.
Malgorzata Guziak, Cfp® previously worked as Relationship Advisor at Thrive Financial Services and Financial Planner at Redwood Wealth Management Group. Malgorzata Guziak, Cfp® holds Bachelor Of Business Administration - Bba, Financial Planning, Human Resource Management, 3.94 from Temple University.
Company email context
Email format at Oasis Wealth Planning Advisors, LLC
This section adds company-level context without repeating Malgorzata Guziak, Cfp®'s masked contact details.
*@spotlight-verlag.de
68% confidence
AeroLeads found 1 current-domain work email signal for Malgorzata Guziak, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Malgorzata Guziak, Cfp®
Hi there! I am a Relationship Advisor and Certified Financial Planner™ at Thrive Financial Services. We serve clients who are approaching or in retirement with the goal of giving you peace of mind so that you can focus on enjoying retirement. I graduated summa cum laude from Temple University's Fox School of Business where I earned a BBA in Financial Planning as well as Human Resource Management. I’m also a dog mom to two good girls, Pickles and Puddin, and one good boy, PJ. Feel free to connect and send me a picture of your pets! Gosia Guziakemail: gosia.guziak@thrivefinancialservices.com
Listed skills include Microsoft Office, Coaching, Research, Problem Solving, and 3 others.
Current workplace
Malgorzata Guziak, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Oasis Wealth Planning Advisors, Llc
10 roles
Malgorzata Guziak, Cfp® work experience
A career timeline built from the work history available for this profile.
Relationship Advisor
Current
May 2024 - Present
Financial Planner
May 2023 - Jun 2024
Financial Planning Associate
May 2020 - May 2023
Student Ombudsperson
Empower students enrolled in courses within the Fox School of Business to informally resolve academic problems and conflicts Promote alternatives to more formal processes and recommend appropriate institutional action or change as necessary Support effective communication, cooperation, equity and civility in academic and work environments through coaching individuals, facilitating communication between persons and departments, and providing information on university policy
Mar 2019 - May 2020
Team Member
Assisted hundreds of guests per hour, operated ride, and ensured safety at popular amusement park ride Ensured efficiency of ride throughput as well as proper completion of safety checks Oversaw and enforced safety guidelines in addition to addressing guest concerns and providing optimal guest experiences
Jun 2018 - Aug 2018
Intern
Assisted administration with researching business start-up process, planning, and development of business plan for a daycare Facilitated development, maintenance, and processing of company files and records
Nov 2017 - May 2018
Team Member
Determined customer needs in order to provide relevant services and make sales at a unisex clothing store Supported management in strategic organization of store displays Handled cash, credit, and debit card transactions, including returns and exchanges
Jun 2017 - Aug 2017
Team Member
Bagel Talk
Processed customer orders, prepared food, and confirmed special requests at a casual breakfast restaurantPromoted specials to ensure sales of items and customer satisfaction Handled financial transactions, totaling upwards of $600 per day
Jun 2016 - Aug 2017
Student Intern
Completed thirty-hour mentorship with local veterinarian for senior thesis Interviewed staff and patients to establish a relationship between pet health and owner health Presented as poster project to a panel of judges from multiple institutions, including Rutgers University and the National Institutes of Health (NIH)
Sep 2016 - Jun 2017
2 education records
Malgorzata Guziak, Cfp® education
Bachelor Of Business Administration - Bba, Financial Planning, Human Resource Management, 3.94
Diploma
Middlesex County Academy Of Allied Health & Biomedical Sciences
FAQ
Frequently asked questions about Malgorzata Guziak, Cfp®
Quick answers generated from the profile data available on this page.
What company does Malgorzata Guziak, Cfp® work for?
Malgorzata Guziak, Cfp® works for Oasis Wealth Planning Advisors, LLC.
What is Malgorzata Guziak, Cfp®'s role at Oasis Wealth Planning Advisors, LLC?
Malgorzata Guziak, Cfp® is listed as Senior Wealth Advisor at Oasis Wealth Planning Advisors, LLC.
What is Malgorzata Guziak, Cfp®'s email address?
AeroLeads has found 1 work email signal at @spotlight-verlag.de for Malgorzata Guziak, Cfp® at Oasis Wealth Planning Advisors, LLC.
Where is Malgorzata Guziak, Cfp® based?
Malgorzata Guziak, Cfp® is based in Mount Laurel, New Jersey, United States while working with Oasis Wealth Planning Advisors, LLC.
What companies has Malgorzata Guziak, Cfp® worked for?
Malgorzata Guziak, Cfp® has worked for Oasis Wealth Planning Advisors, Llc, Thrive Financial Services, Redwood Wealth Management Group, Fox School Of Business At Temple University, and Six Flags.
How can I contact Malgorzata Guziak, Cfp®?
You can use AeroLeads to view verified contact signals for Malgorzata Guziak, Cfp® at Oasis Wealth Planning Advisors, LLC, including work email, phone, and LinkedIn data when available.
What schools did Malgorzata Guziak, Cfp® attend?
Malgorzata Guziak, Cfp® holds Bachelor Of Business Administration - Bba, Financial Planning, Human Resource Management, 3.94 from Temple University.
What skills is Malgorzata Guziak, Cfp® known for?
Malgorzata Guziak, Cfp® is listed with skills including Microsoft Office, Coaching, Research, Problem Solving, Public Speaking, Time Management, and Customer Service.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial