I've been with Guide My Finances for over 10 years and couldn't recommend them more highly. They are knowledgeable, friendly, and incredibly responsive. I never feel like just another client. From day one, they have felt like a true partner that I can trust. What impresses me most is how they are always ahead of the curve, adjusting strategy and watching the markets. My portfolio has done exceptionally well under their guidance, and I credit that success entirely to their expertise, diligence and constant communication. I have entrusted Guide My Finances with my family's future, and they exceeded my expectations at every turn. read more

Just an update- Amanda Pecot has moved to the Tax and Financial Group and I have happily followed her there. The new office location is much more convenient for me. When Amanda left, I was disappointed how Guide My Finances handled the transition. My friends and I who all used Amanda were assigned to different, seemingly random advisors via email- not even worth a phone call. The new advisor (Jackie) never bothered to reach out. read more

Jackie has been a game-changer for our finances, tax strategy and even real estate investing. She is an expert in all three and has a unique way of communicating that makes the tech aspects of what she does approachable and understandable. I cannot recommend this company enough for all forms of financial advice! read more

Lily and the entire team at Guide My finance have been fantastic to work with. She manages both my personal financial planning and our company's 401(k), and her expertise and attention to detail really stand out. Lily is always responsive, patient, and great at breaking down complex financial topics into something easy to understand. The firm itself is equally impressive--professional, organized, and clearly committed to delivering a high level of service. Everything runs smoothly, and you can tell they genuinely care about their clients and long-term outcomes. I highly recommend Lily and the team to anyone looking for reliable, knowledgeable financial advisors. read more

Jackie and the team at Guide My Finances are incredible. They're communicative, professional, and deeply knowledgeable across a wide range of financial topics. I was looking for an advisor I could pay by the hour who is an expert. I wanted someone who wouldn't pressure me into putting my assets under their management or into questionable plans that didn't fit my situation. Jackie was exactly that. She's direct, intelligent, and experienced. She asks insightful questions to truly understand my values and goals, and then offers tailored advice that brings me peace of mind, especially during big financial decisions. She doesn't waste time or overwhelm you with jargon, instead, she explains things clearly and simply. She really cuts through the noise. As someone who didn't grow up around wealth or have access to financially savvy relatives, Jackie feels like the honest, caring family member I wish I had. I'm grateful to have her in my corner. read more

What gets more personal that your finances? Getting the right partner is key. Jackie and Team partnered with us to understand the nuances of our financial landscape, plan for the future and ensure we know they are along with us on the journey. We feel confident knowing that they bring their expertise, along with their genuine care, to help us ensure we reach our financial goals. Highly recommend them as your trusted financial advisors. read more

Jacqueline Adler has been helping me organize my finances and build a thoughtful, long-term retirement plan. She's knowledgeable, responsive, and makes complex decisions feel clear and manageable. I've been very pleased with her guidance and would confidently recommend her to anyone looking for a strong financial partner. read more

Jacqueline Adler is amazing. She is professional, knowledgeable, very detailed and did an exceptional job explaining our financial plan. Jacqueline put us at ease, working with her has alleviated a lot of stress preparing for retirement. She is supportive, trustworthy and encouraging; listening to our concerns and our plans of what we would like  retirement to look like. She also asked questions for us to think about and explore the variety of options and possibilities. Jacqueline provided us with a binder of our financial plan and guided us through a power point presentation of our financial plan that was  easy to follow on a large screen. She took her time explaining the plan/ options ideas on how to have our money working for us and took the time to answer our questions.  Jacqueline is a true professional that makes you feel like her only client. We look forward to continue working with her. Thank you Jacqueline. V/r S. & R. Longo read more

Working with Jackie was truly a blessing and life changing. Of course she helped me understand the numbers; but the most important thing was that she empowered me to walk into mediation feeling informed and confident. What stood out most was her commitment to fairness. Even though I was her client, she made sure both my ex-husband and I had a plan that gave us each financial security, peace of mind, and the ability to start our next chapters without resentment. Jackie's guidance even opened my eyes to options I had not even considered. She tailored and developed multiple financial scenarios according to my goals and current financial situation. Because of her, I was able to make clear, grounded decisions for myself and my family. The services are truly invaluable and I highly recommend her to anyone facing the process of divorce. read more

Jackie and her team are a wonderful resource to anyone interested in getting control of their finances and making your finances situation work for you (as opposed to being just a source of stress). I absolutely recommend her! read more

To describe the service I have received from Jacqueline Adler and Guide My Finances is to give superlatives unusual to me in the world of investments and number-related endeavors. I am an English teacher by trade, but I am also a widow left to oversee investments for both myself and my large extended family upon the deaths of my husband, my father, and my stepmother. Jackie has carefully led me through this difficult venture at this time in my life. She has answered every novice inspired question I have had through the process of securing my future and securing the future of my grown children and my grandchildren. For that I am very grateful. Should you need the services of an expert financial planner who is available to you online, through zoom, or in person at locations in Orange County and in Carlsbad, you will be rewarded with an overall sense of both expertise in action and wellbeing for the future. read more

Amanda has been incredible. Super friendly, transparent and going above and beyond to guide you would highly recommend!

Since I started working with Amanda Pecot in 2021, I have been really been able to understand my financial situation and better plan for my future. She took the time to understand not only my financial goals but also my risk profile and worked with me to develop a financial plan that felt comfortable. In addition to giving specific actionable guidance on my account management, she also built my financial plan around my major goals and helped advise me during several major purchases in recent years. Since she joined the Guide My Finances team in summer of 2022, things have only gotten better. The whole team is incredibly professional. It's great to work with a talented local team who not only patiently answer my questions but also carefully analyze and manage my investments to optimize returns at a risk level comfortable for me. I had previously been working with an advisor at one of the larger name brokerages, and I definitely value the time and attention that Amanda and the Guide My Finances team have offered. I would highly recommend them to anyone who is in need of financial planning and account management services. read more

Gina Ellen is my CFP (Certified Financial Planner) meaning she is held to a "fiduciary standard" and her advice needs to be client central and unbiased. Gina Ellen does a flat fee financial planning which is extremely valuable to someone like me trying to build financial wealth these days. Many CFPs will limit their time with you by expecting you to understand that what they tell you is best for you. Gina Ellen went the extra mile to explain to me WHY her advice is best for me. Miss Ellen took in all of my financial information, concerns, plans and most importantly my goals. She took the time to get to know me as a person to help create a better life for me and my family. Gina designed realistic strategies I can stick with to mitigate/eliminate debt from accruing again and keep my money working for me instead of against me. Unexpectedly, Gina showed me how to plan for the present and still enjoy life while planning for my future (which was very important to me). I can't work hard all year and have no fun and she understood that! I personally wanted to purchase a larger home but was afraid to do so as I felt it would most likely keep me from following through with my long-term plan for retirement. Thankfully I decided to discuss this with Gina and to my surprise instead of her telling me to stick to my plan of retiring in 10 years she found a way to adjust my plan, save me thousands in capital gains, purchase the larger home and still stay on track for my retirement! She really does take the time necessary to create solutions and design a specific plan just for you! Gina legitimately cares about her clients and when she says she will do something, she gets it done! I think the key to her success is not just that she listens, Gina actually requires a certain level of client engagement, as she operates on a partnership model, rather than a do it all for me model. This was important to me to empower me & to be in control of my own finances and life, unlike a typical advisor's model. If you are not sure where to start, know that tax mitigation is her specialty so start there and let it naturally grow. The more information I gave Gina Ellen, not just financial, but when I communicated my dreams, concerns and expectations the more she dug in and helped me to regain control over my life! Thank you, Gina Ellen! read more

Found them on Yelp and was really happy with my consultation. After explaining my situation and goals, they thought I would benefit from working with another company they do business with that would better suit my needs. I appreciated the candor and honesty! If things change in the future, I will definitely be returning. read more

I can't say enough about Jackie and the team at Guide My Finances. As a former advisor and banker I knew I didn't want a large firm to help manage our finances and wanted someone who could give us a well thought out financial plan. Jackie was referred to us several times through trusted business colleagues and friends. She and her team were exactly what we were looking for! Their intake process, creating and reviewing our plan, and helping us navigate this ever-changing market has alleviated so much anxiety and stress. Jackie is experienced, has a pulse on the economy and markets, proactive, confident without arrogance, and direct- everything you need from someone managing your assets. read more

If you are looking for thorough, personalized financial advice look no further. Jackie and her team are professional and knowledgeable, and always take time to answer my questions. I've worked with other advisors in the past who would use financial jargon making it difficult to interpret their responses. This is not the case with Jackie. She responds with clear answers that don't need interpretation. Jackie truly cares about her clients and it shows in every interaction we have. read more

Working with Guide My Finance team and with Jackie has been such a blessing. The professionalism and quality of knowledge I've received are extremely useful and I so appreciate it. read more

It took me awhile to actually decide to work and partner with a financial advisor. It was many interviews and probing questions before I found Jackie and her team, and it just felt right. I appreciated the unbiased financial plan she put together for me with lots of different scenarios we wanted to explore. AND there was never any pressure to buy insurance or invest our assets with her team. In fact, she really is in this to help clients like us reach out goals and have more clarity on what kind of life we truly can create and afford. Post financial plan, she and her team followed up regularly to ensure we were taking action steps with our other advisor partners, like our estate planning attorney and CPA, and she has an adundance of great advisors in her network that she offered up when we needed a referral. I can't thank Jackie enough for being such an honest, caring and incredibly strategic and intelligent resource to our family. read more

I've worked with a handful of financial planners throughout my lifetime. Jackie, is by far the best. We constantly discuss my goals and dreams, and put together a plan to accomplish that. She has also built an incredible network of experts in their fields, and she has helped connect me to mortgage brokers, tax attorneys, estate attorneys, and many more experts. You will be blown away by just having an introductory call with her. read more

My husband and had such a great experience with Guide My Finances. Prior to working with Jackie, we had a financial advisor that we thought was looking out for us. After meeting with Jackie it became clear that our current advisor was more of an insurance agent looking to make commissions by selling us insurance policies. I had no idea how different a financial planning experience could be. When we met with Jackie we spent over an hour discussing our goals and dreams. She reviewed everything we were currently doing, gathered documents, and constructed a financial plan outlining the steps we needed to take to reach our goals. Rather than trying to sell us insurance we didn't need, Jackie charged us for her time and gave us quality advice. If you are looking for a second opinion, to be sure the advice you have received in the past was in your best interest, not your advisors, I highly recommend you call Guide My Finances. read more

Pros: up front about costing per service, client intake form to note financials goals, female owned company, she has a team to help on follow ups and answer questions Cons: cost to value is imbalanced, ignored our intake form, condescending attitude when explaining/answering questions, lack of customer service and empathy Making the investment into a financial planner is a big deal for me and I wish I would have taken more time to assess my level of comfort with Jackie. We got our financial plan only to find that our #1 goal noted on our sheet was not taken into consideration and when we asked about it, the answer was defensive even though I didn't bring it up as an attack. Countless times she responds with "well, that's what you provided to us" in questions where we were just asking for more clarity. It felt like she didn't have patience for certain things being question and after a certain point, I just shut down and stopped asking the questions I had because it felt like I was being blamed. I will also say that the financial assessment meeting is not long enough to feel empowered to understand and know how to manage your finances. Your data is saved on their dashboard and there is zero overview about how to use the dashboard or maintain your information. I regret the money I spent here and recommend you look elsewhere if you're looking for someone to partner with vs. someone to talk down to you. It seems like the demographic that works best with this company is if you are white, live in a home in San Diego that's over $1M, and have a solid foundation of finances - perhaps you'll be catered to more. read more

Working with Jackie has been one of our best financial decisions. She is very knowledgeable, good at explaining things, and has been instrumental in helping us develop clear plans for college savings, retirement, and investment/tax strategies. read more

I feel so lucky to have found Jackie! I had no idea that there was such a difference in financial planners, but I've learned that many of them make recommendations for their clients based upon commissions that they will be paid - not what's best for the client. Not Jackie though. She's independent and doesn't make her money from commissions. You pay her for her counsel - she's working for you. This really makes all the difference in the world. She's YOUR advocate and has your best interest in mind. I love working with Jackie because not only do I know that she's going to make smart investment recommendations for me, but she's also very comprehensive. She doesn't just consider the money you want to invest - she looks into everything regarding your finances. Insurance, savings, income, debt, goals - the whole picture. Plus she explains everything in simple terms - so that I can easily understand. I have been intimidated by my finances in the past, but now I feel like I can actually make a smart plan with Jackie because I'm understanding. Oh and she's a pleasure to work with! Always smiling and positive and encouraging. She's kind of like my financial cheerleader! read more

Jackie was recommended to me through a trusted colleague. I noticed right away that Jackie possesses great interpersonal communication skills rarely found in financial planners. Jackie took the time to understand my financial ideology and created an investment strategy that has far exceeded my expectations. I've received an above average return on the ROTH IRA Jackie set up on my behalf. Jackie also currently advises several of my corporate clients. I've received nothing but positive feed back from the companies I've recommended work with Jackie. Jackie has the sophistication and knowledge base to advise everyone from corporations to an individual looking to start their first investment. Thank you, Tina Asset Manager read more

My husband and I recently engaged with Jackie as our financial advisor, having switched from another advisor. She's very knowledgeable and explains financial concepts in such a way that a non-finance person can understand. After having been with a previous advisor for a number of years, we decided he wasn't serving our needs and was actually making bad investment recommendations for us. We met with Jackie and instantly felt that she was looking out for our best interests and had a plan in mind. I think it's tough to find a financial advisor you can trust, but Jackie is definitely someone I trust with managing our portfolio and looking out for our family. read more

We had the pleasure of meeting with Jackie today. She was great to work with and was able to help us evaluate our financial plan and guide us toward our next steps. It was obvious that she is very caring about her clients and has a desire to help. We've met with other financial planners in the past with not such a satisfying result. She stayed focus on our goals. I would recommend at the very least meeting with her. I'm sure you will feel she is the right person for your needs. read more

My experience with Jackie has been great, beyond my expectations!!! In the past I have dreaded dealing with financial planners. I have tried working with several of them, but I was never satisfied with what they had to offer. When I met Jackie I had specific financial questions and needs. Jackie prepared a very detailed plan with solutions tailored for my needs. She is very organized, has clear and simple ways of explaining financial terms/ solutions, and is very efficient. We met only a few times, but stayed connected with emails and phone calls, and she prepared my plan with short and long term goals in a very timely manner. I really appreciate the excellent job Jackie did, as a single mom I need to have clear financial goals and a detailed plan for myself and my young son. Jackie's expertise and work made a great difference in how I feel about my finances. I look forward to working with Jackie in the future for my financial planning needs. read more

Jackie Mazur truly puts her clients best interests first and foremost (which is rare). We looked at dozens of financial planners and all of them rubbed us the wrong way. With any financial planner you are worried about their interests overriding the clients, this is NOT the case with Jackie, she is totally unbiased and did not try and sell our family on anything that wasn't in our best interest. She is trustworthy, honest, and straight forward about working with you and tailors your plan to what makes the most sense for you and your family. She charges a flat rate, so there are no hidden costs or objectives behind closed doors, what you see is what you get. In addition, her personality, energy, and passion for what she does separates her from the the rest of the industry. She truly cares about your success. It is refreshing to work with someone who puts the clients best interests as priority #1. She is going to be fair and unbiased in her recommendations with no ulterior motives - other than wanting to set you and your family up for long term financial security. She will not sell, only advise you on the best paths forward as she see's it. Absolute pleasure to work with, easy to connect with, very responsive and educational on our questions, and overall highly recommend her if you are looking to set your family up for financial success. Can't say enough positive things about her - strongly recommend. read more

After having worked with multiple financial planners over the years, I can honestly say Jackie is the best at what she does. She is smart, credible, well networked and an intelligent problem solver. Whether it's setting goals, option planning, or expense management she's a pro in all aptitudes of personal financial management. I highly recommend her. read more

My husband and I were looking for a fee only financial planner that would help us with our unique needs and not someone looking to make commissions from our investments. We read the reviews on Yelp about Jackie Weitzberg Mazur, and found exactly the person we were looking for! Her wisdom, knowledge and professional advice were above and beyond our expectations, by far. Jackie just completed our financial plan, and we could not be more pleased. We plan to visit Jackie twice a year for financial tune-ups. We highly recommend her services! read more

Jackie is fantastic! I've been working with her for several years now and not only has she helped me increase my personal finances but has guided me on attaining my business goals as well. She is professional, educated and makes each experience personal. I leave our sessions with all questions answered and more organized! I would highly recommend her. read more

All I can say is Jackie is simply the BEST! After reading so many amazing reviews, we decided to meet with Jackie. We had no experience with financial advisors and no idea what to expect. From the first meeting, she really took the time to get to know us, our goals and what we needed her help working towards. We were a young family just starting out, and my husband is the "saver", while I'm more the "spender" and she helped us create a budget that works for both of us and help us attain our financial goals. Fast forward 5 years, and we've seen our portfolio grow, ensured we're saving enough for our kid's college education, all while securing our retirement. We also we recently purchased our dream home and Jackie is there with us every step of the way and we couldn't be in better hands! read more

When I started my personal training business I had no idea what to do about my finances. Jackie helped put my retirement plan in place as well as health insurance guidance. She is extremely knowledgeable and helped me understand my finances better. I plan on trusting Jackie with my finances long term. read more

Jackie is a genius! Not only has she helped guide my investments, she's also taught me a ton. I don't think it's possible to talk to her without learning something new. Go see her! read more

The advice we received from Jackie was phenomenal! My wife and I had very specific goals and questions that were addressed quickly and expertly. Jackie prepared a hand-tailored solution that exceeded our expectations. We will continue to use Jackie in the future for our financial planning needs. read more