Guide My Finances
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Guide My Finances offers flat-rate and hourly financial consulting as well as investment management CRD #4818775. CA Insurance License # 0E49845.
Guide My Finances is a full service financial planning firm offering a variety of services including:
Flat Fee Financial Planning
Personal Retirement Planning
Corporate Retirement Planning
College Planning
Stock Compensation Planning
Investment Management
For more information about Guide My Finances, visit www.GuideMyFinances.com
Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Additional advisory services offered through Guide My Finances. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Guide My Finances and Jaclyn Mazur are licensed to do business in CA.
We don't want new crushes, we want to help clients!
We still want to know your hopes and dreams, but for your financial plan! 😉
If you're ready to take your finances as seriously as you take swiping through dating apps, schedule a free consultation today! 📲
09/23/2026
99% of parents will scroll past this post, and miss out on millions for their kids... but the smart parents will read it, and send it to their friends! 📲
This Trump Account loophole is how you can grow a $5K/year gift into a seven-figure retirement for your kids... tax-free!➡️
Save this post for later so you don't miss out on helping your kid become a millionaire!
Congrats on the promotion, and the raise!🎉
..Now what? 🤔
Instead of increasing your spending habits (we see you eyeing that condo in the mountains), think about investing it strategically for continued growth over time.
Your 2026 model car works just fine. You don't need to add another mortgage to the mix. Your home doesn't need a six-figure renovation. And you definitely don't need to blow the paycheck before it even clears your bank account. 😅
Sure, treat yourself after a promotion! But maybe go out for a nice dinner, instead of increasing your monthly bills.
You could have instant gratification now, or you could retire comfortably. What would you choose? 👀
Restricted stock units (RSUs) are a great tool for building wealth... if you have a plan behind it. 😬
A mistake we see often is clients coming in with no strategy for their stock compensation, which can set you up for unnecessary taxes later.
Our team can help you turn this valuable tool into a growth opportunity that works for you and your goals!
Set up a free consultation with any of our CERTIFIED FINANCIAL PLANNERS® today. 📲
We swear we're working! 🫣
09/11/2026
The more you make, the harder financial planning may seem! It's not because you're unable to handle that kind of money, but because it takes more complex planning to manage more options.
You don't need to feel suffocated by your finances. Let us help! 📲
Being mentioned in a 5-star review gives automatic bragging rights for a month!🤩
09/07/2026
Happy Labor Day!🛠️
We are out-of-office today, soaking in the last bit of summer with our families!☀️
We will respond to all inquiries tomorrow. Have a safe, and happy holiday!
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Address
1265 Carlsbad Village Drive #201
Carlsbad, CA
92008
Opening Hours
| Monday | 8:30am - 5pm |
| Tuesday | 8:30am - 5pm |
| Wednesday | 8:30am - 5pm |
| Thursday | 8:30am - 5pm |
| Friday | 8:30am - 1pm |
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