Magdalena Szarejko

Magdalena Szarejko

Wealth Advisor


Magda joined Gottfried & Somberg Wealth Management, LLC in June 2021 through their merger with ClearGuidance Financial.

She worked at CGF for the past eight years after starting her financial services career in 2011 at Bank of America. Magda has gained deep investment and financial planning knowledge over a decade of experience as a paraplanner and analyst. Barbara Taylor and Terran Titus closely mentored her. As they began to shift towards retirement, Barbara and Terran helped Magda advance into her next career phase as an advisor.

Magda received her finance degree from the University of Connecticut School of Business and holds FINRA Series 6, 7, and 66 securities registration through Commonwealth Financial Network®. She is a notary public and has completed her insurance licenses and CT Partnership Long Term Care insurance.

After relocating from Poland to the United States in 2001, Magda became fluent in English and is bilingual. This experience helped shape her into a person who values family, empathy, and hard work, which she translates into her understanding of clients’ unique situations and perspectives.

Magda comes from a growing family with three siblings: two nephews, Archer and Caden, and one niece, Izabela. In addition to spending time with her family and friends, Magda enjoys abstract painting, photography, gardening, reading, and road trips.