# Guide My Finances

Guide My Finances is an other based in Carlsbad.

## Overview

- **Organization type:** other
- **Headquarters:** Carlsbad
- **Assets under management:** Undisclosed
- **Website:** https://guidemyfinances.com
- **LinkedIn:** https://www.linkedin.com/company/guide-my-finances

## Regulatory record

- **CRD number:** 289013
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/289013

## About

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.

## People

- 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

## Questions

### Who owns or runs Guide My Finances?

No named principals, executives, or owners appear in any available public records, LinkedIn profiles, or press coverage attributed to Guide My Finances. The firm's ownership and leadership structure remain unverified.

### 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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Last updated: 2026-08-11T15:06:57.816Z

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