About Us

About OakTree Financial Planning and Consulting

OakTree Financial Planning was born of Gwen Gepfert's commitment to see financial coaching and advising available to middle-income families. With a distinguished career spanning finance and entrepreneurship, Gwen's passion remains empowering individuals. Whether your your planning needs include just you or your family, Gwen delivers the professional, objective, financial advice you need to achieve your goals. 

Meet Gwen


Meet Gwen Gepfert, CFP® CPA, MBA

A former Corporate Chief Financial Officer for a myriad of corporate institutions, Gwen delights in serving families in their personal endeavors, and providing professional advice as a "Family CFO." Gwen resides in Basking Ridge, NJ with her husband and two dogs.

Background and Education

  • 25+ years in Senior Financial Positions for the companies including: Polo Ralph Lauren, Ariat International, Esprit de Corp., Judith Leiber, Kasper ASL, and L.F. Brands
  • Corporate Chief Financial Officer for public, private, start-up, and turnaround companies
  • CPA license, New York State (retired)
  • M.B.A. Cornell University, 1981, Concentration in Accounting and Finance
  • B.A. St. Lawrence University, Psychology and Sociology

Contact Gwen for your Complimentary, Get Acquainted appointment, conducted by telephone or in person