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.
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.