Gosia K. Elashmawy, CFP®Client Advisor

gosha-team-bio

As a Client Advisor, Gosia is one of the leaders on our planning team assisting in the analysis, research and production of financial planning reports.  She works closely with partners and senior client advisors in preparing agendas for client meetings. Gosia started with WMS Partners as an intern in the firm’s investment department.

Gosia has a Bachelor of Science degree from the Johns Hopkins Carey Business School, graduating in the top ten of her class.  Gosia was awarded the David M. King Merit Scholarship from the College for Financial Planning and earned her Certified Financial Planner certification in March 2016.

 

What do you like best about being a part of the WMS Partners team?

Teamwork. I started working at WMS while still in Business School. My colleagues taught me a lot about the industry and challenged me to think on the spot. I learned new concepts through working on projects with my more experienced colleagues who gave me a chance to prove myself.

WHAT IS YOUR MOST MEMORABLE TRAVEL EXPERIENCE?

In July 2016, my husband, stepdaughter and I went on a family trip to Poland and Egypt.  We were both very happy to share the history of our countries with one another, but most importantly, we were able to meet each other’s extended family in person.  This unforgettable experience will stay with us forever.

What do you love to do outside of work?

Spending quality time with my family is very important to me.  My weekends are filled with lots of play time with my newborn baby boy Remi and my 10 year old stepdaughter Nebila.  My husband and I are very fortunate to have such great children.

 

We take pride in sharing the same values as our clients

Custom investment portfolios with a strategic outlook