Jackie Mazur Cfp®, Cdfa®, Fbps - President, Guide My Finances Email & Phone Number

At the Financial Behavior Institute, we offer programs dedicated to educating and empowering financial advisors to better serve their clients through an understanding of behavioral finance.Our team of experts includes Certified Financial Planners and experienced financial advisor trainers who have a wealth of experience in the industry. We understand the challenges that financial advisors face in today's market and we are committed to providing the knowledge and tools needed to help them succeed.We believe that financial success is not just about numbers and investments, it's also about understanding our clients’ behavior towards money. We use behavioral finance to help financial advisors understand how their clients’ emotions and behaviors can impact their financial decisions. We explore how to communicate with clients with different priorities while helping them develop better habits.Our training program is designed to equip financial advisors with the knowledge and skills needed to effectively integrate behavioral finance into their practice.We offer certification programs, community connection and one-on-one coaching to help advisors become more successful while building strong, lasting relationships with their clients. We also provide ongoing support and resources to help financial advisors stay up-to-date on the latest developments in the field.At the Financial Behavior Institute, we're committed to helping financial advisors deliver better service and results for their clients. We invite you to explore our website to learn more about our training program and how we can help you enhance your practice.Thank you for considering the Financial Behavior Institute. We look forward to working with you!

Carlsbad, California, Us

I work with individuals, families and business owners to identify their financial goals and develop a plan to help reach them.CA Insurance License #0E49845. Securities and Investment Advisory services offered through Woodbury Financial Services, Inc Member FINRA/SIPC, and Registered Investment Advisory Firm PO Box 64284, St Paul MN 55164.800-800-2638. Guide My Finances is not an affiliated entity of the Woodbury Financial Service companies. CA Insurance License #0E49845. Guide My Finances and Jaclyn Mazur are licensed to do business in CA. The forgoing information and opinions are for general informational purposes only and are not intended as an offer or solicitation with respect to the purchase or sale of any security or offering of individual investment advice. The Registered Representative does not guarantee the accuracy and completeness, or resume liability if such events do not come to pass. Such information or opinions is subject to change without notice.

Money MindED is a financial education program designed to educate teens about the basics of finance through a combination of in-class instruction and continues online learning. Our program was designed by a financial professional who utilizes a similar step-by-step process with parents as well as with students. The Teen Program is a six-week in class course designed for high school students that explains the fundamentals of personal finance by making the complex easy to understand and how to incorporate these skills into their daily routines.

San Diego, California, Us

Teaching Financial Planning to individuals obtaining their BA degree in business.

Us

Company Sponsored Retirement Planning and Benefits & Personal Financial Planning including Retirement, College Savings, Life Insurance, Disability Insurance, and Long Term Care insurance.

Working as a financial advisor.

Mba, Finance And Tax Planning

Ba Finance, Finance