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Guide My Finances
Guide My Finances is a fee-only fiduciary firm offering comprehensive financial planning and professional investment management. It helps individuals and...
Overview
Guide My Finances is a fee-only fiduciary firm offering comprehensive financial planning and professional investment management. It helps individuals and families across San Diego and Carlsbad with retirement, investments, divorce planning, and long-term wealth management. Advisors provide objective guidance designed around clients' best interests and long-term financial goals.
General information
Location
City
Carlsbad
Principals
Jackie Mazur
CFP®, CDFA®, MSBA — President and founder
Chelsea Newell
CFP®, CEPA®, FBPS™ — Senior Financial Planner & Investment Advisor
Lily Fallah
CFP®, ChSNC® — Senior Financial Planner
Sean Boylan
CFA — Associate Portfolio Manager/Financial Planner
Abby Valentine — Client Service Lead
Josh Mazur — Director of Business Development
Nirvana Bustos — Paraplanner
Noah Corsinita — Client Service Associate
Cassidy Chaney — Operations Manager
Frequently asked questions
Where is Guide My Finances headquartered?
No office address or headquarters location has been found in public registries or on any website associated with Guide My Finances. The firm's geographic operating region is unknown.
Does Guide My Finances manage assets or invest capital?
There is no publicly reported AUM, deployment number, or investment track record for Guide My Finances. The firm does not appear in any fund databases, regulatory filings, or investor directories.
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