Jackie Cfp Email & Phone Number

Jackie Cfp

Certified Financial Planner - President at Guide My Finances | Carlsbad, California, United States

Jackie Cfp Socials
About Jackie Cfp

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.

Jackie Cfp Work
1 experience icon

Certified Financial Planner - President at Guide My Finances in January 2009 to Present

2 experience icon

Founder at Financial Behavior Institute in January 2023 to Present

3 experience icon

President at Money Minded LLC - Financial Education for Teens and Their Parents in January 2011 to December 2014

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Jackie Cfp Skills

Retirement Planning

Retirement

401k

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About Jackie Cfp's Current Company
Frequently Asked Questions about Jackie Cfp

What 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

Email Jackie Cfp at [email protected]. This email is the most updated Jackie Cfp email found in 2026.

Jackie Cfp Phone Numbers

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