Jackie Cfp
Certified Financial Planner - President at Guide My Finances | Carlsbad, California, United States
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Jaclyn Mazur, a distinguished CERTIFIED FINANCIAL PLANNER™ and CERTIFIED DIVORCE FINANCIAL ANALYST™, serves as the President of Guide My Finances, where she leverages her extensive expertise to empower individuals, families, and business owners in achieving their financial aspirations. With a strong focus on personalized financial consulting, Jackie excels in defining client goals and crafting comprehensive strategies tailored to their unique circumstances. Her approach encompasses a wide array of financial services, including retirement income strategies, asset allocation, and budgeting, ensuring that each client receives a holistic plan that addresses both immediate needs and long-term objectives.
At Guide My Finances, Jackie is currently spearheading several key projects aimed at enhancing financial literacy and accessibility. One notable initiative involves developing educational workshops and resources that demystify complex financial concepts, such as 401(k) management and long-term care insurance. By fostering an environment of understanding, she empowers clients to make informed decisions about their financial futures. Additionally, Jackie is dedicated to providing ongoing service and support, regularly monitoring client progress and adjusting strategies as necessary to navigate life's inevitable changes.
Jackie's commitment to excellence is further underscored by her CA Insurance License and her affiliation with Woodbury Financial Services, Inc., where she offers securities and investment advisory services. Her diverse skill set, which includes expertise in annuities and corporate benefits, positions her as a trusted advisor in the financial planning landscape. With a passion for helping others, Jackie believes that a well-defined financial plan is the cornerstone of achieving peace of mind and financial security.
Certified Financial Planner - President at Guide My Finances in January 2009 to Present
Founder at Financial Behavior Institute in January 2023 to Present
President at Money Minded LLC - Financial Education for Teens and Their Parents in January 2011 to December 2014
Adjunct Professor of Finance at National University in July 2010 to November 2011
Branch Leader - San Diego at Women's Global Network, Inc. in March 2010 to October 2011
Certified Financial Planner at Retirement Strategies Group in October 2006 to October 2010
at Concord Equity Group in August 2005 to November 2006
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Retirement Planning
Retirement
401k
Investments
Insurance
Investment Advisory
Disability Insurance
Savings
Long-term Care
Financial Planning
Strategic Planning
Asset Allocation
Insurance Planning
Corporate Benefits
Pensions
Asset Protection
Budgeting
Long Term Care
Planning
Annuities
Retirement Income Strategies
Wealth Accumulation
IRA's
Financial Advice
Saving for Education
401k Rollovers
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Discover more about Guide My FinancesWhat is Jackie Cfp email address?
Email Jackie Cfp at [email protected]. This email is the most updated Jackie Cfp email found in 2026.
How to contact Jackie Cfp?
To contact Jackie Cfp send an email to [email protected].
What company does Jackie Cfp work for?
Jackie Cfp works for Guide My Finances
What is Jackie Cfp's role at Guide My Finances?
Jackie Cfp is Certified Financial Planner - President
What is Jackie Cfp's Phone Number?
Jackie Cfp's phone (213) ***-*386
What industry does Jackie Cfp work in?
Jackie Cfp works in the Financial Services industry.
Jackie Cfp Email Addresses
Jackie Cfp Phone Numbers
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