Guide My Finances

Guide My Finances is a Financial Planner in Carlsbad, CA, located at 1265 Carlsbad Village Dr #201. The firm serves individuals, families, executives, retirees, and business owners across San Diego and Carlsbad with comprehensive financial planning and professional investment management services. As a fee-only fiduciary, the firm helps clients build, preserve, and manage long-term wealth without earning commissions from selling financial products. Services include retirement planning, retirement income distribution planning, investment management, divorce financial planning, stock compensation strategies, inheritance planning, long-term wealth management, employer-provided benefits, asset management, and risk management. The team offers both flat-rate and hourly financial planning for those seeking objective advice, as well as ongoing portfolio management for clients preferring professional assistance. The business holds a rating of 5.00 based on customer reviews. The firm was founded by Jackie Mazur, who began her career in finance in 2003. She holds credentials as a Certified Financial Planner, a Certified Divorce Financial Analyst, and an MSBA. The team includes CFP professionals, portfolio managers, and financial specialists who work collaboratively to provide personalized guidance. Advisors analyze client assets and income to identify strategies for retirement, while Certified Divorce Financial Analysts assist couples with the financial complexities of divorce. Additionally, the firm helps clients create strategic plans for inheritance to prevent mismanagement and stretch assets over time. Guide My Finances provides a team-based approach where clients have a point of contact for questions and appointments. The process begins with understanding client goals and needs, followed by an analysis of relevant data to present a comprehensive plan. Clients may implement the plan on their own or receive assistance with implementation through advisory services. During initial consultations, the team discusses financial goals, planning priorities, and investment concerns to determine appropriate strategies. The firm focuses on transparent, client-centered strategies tailored to each client’s financial situation and priorities. The business is recognized for its positive rating from customers who have reviewed it, reflecting the trust clients place in its unbiased financial advice. Guide My Finances delivers personalized financial planning and investment management to Carlsbad residents seeking clear, fiduciary-guided strategies for their financial futures.

Located at 1265 Carlsbad Village Dr #201, the office sits just steps from the Carlsbad City Library and City Hall on Carlsbad Village Drive. It is also situated approximately a tenth of a mile from the San Diego Freeway.

The business holds a Performance score of 81 out of 100, measured by SEOScanPRO. This score reflects how quickly the website loads, which keeps visitors on the page and is one of the factors search engines use in ranking.