Jill Gosz

CFP®
Partner, Wealth Advisor

Meet Jill

Jill Gosz is a Partner, Wealth Advisor based in Palatine, Illinois with 19 years of experience in the field.

Jill is an experienced and knowledgeable Wealth Advisor who is prepared to help you and your family work towards a successful financial future. Growing up with a family heavily involved in the financial services industry inevitably led to her pursuit for a degree in Business Administration from the University of Wisconsin – Whitewater.

Although Jill was always conscious of her passion for finance, it wasn’t until 2005 that she found her true calling working with individuals and families, helping them plan their financial futures and make well planned and informed decisions.

When she is away from work, she enjoys spending time with her three kids, her friends, and her dog Mocha. Jill realizes the importance of finding a healthy balance between enjoying life today and saving for your future, and she will help you do the same so that you too can pursue financial freedom.

 

Jill Gosz is not registered with Cetera Advisor Networks LLC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is no way related to Cetera Advisor Networks or its registered representatives.

 

Qualifications

Icon/Paid Volunteer Day Created with Sketch. Experience
  • 19 years financial industry experience
  • 5 years with Carson Wealth
Education
  • BBA in Management and Finance from the University of Wisconsin - Whitewater
2. Icon / 2. Decorative / Product / Fee Trades Copy Certifications
  • CFP®

Carson Wealth

220 N. Smith Street Suite 220
Palatine, IL 60067
(847) 934-7777
31313 Northwestern Hwy Ste 122
Farmington Hills, MI 48334
(248) 737-0529
150 Lincolnway Suite 1005
Valparaiso, IN 46383
(219) 476-3696
2135 City Gate Ln Suite 460
Naperville, IL 60563
(630) 388-7000