Jackie Mazur Cfp®, Cdfa®, Fbps - President, Guide My Finances

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

President, Guide My Finances - Flat-Rate Financial Planning and Money Management. President, Financial Behavior Institute. @ Financial Behavior Institute
Jackie Mazur Cfp®, Cdfa®, Fbps - President, Guide My Finances's Location
Carlsbad, California, United States, United States
About Jackie Mazur Cfp®, Cdfa®, Fbps - President, Guide My Finances

Jaclyn Mazur is a CERTIFIED FINANCIAL PLANNER™ and CERTIFIED DIVORCE FINANCIAL ANALYST™ . She has built a successful financial consulting business, Guide My Finances, focused on assisting individuals and business owners by defining their goals, developing comprehensive strategies, implementing their plans and providing ongoing service, support and monitoring. Jackie believes that clients have the right to financial advice without being sold products. Through flat-rate financial planning, hourly consulting, and fee-only investment management, Jackie exercises her Fiduciary duty to guide her clients with sound advice. Jaclyn holds FINRA Series 6,7, 63 licenses as well as her Life, Health and Long Term Care Insurance licenses. She has also attained her designation as a CERTIFIED FINANCIAL PLANNER™ and CERTIFIED DIVORCE FINANCIAL ANALYST™ and holds a Bachelors Degree in Finance and an MSBA in Finance and Tax Planning from San Diego State University.Specialties: Retirement Planning, Comprehensive Financial Planning, Flat Rate financial planning Insurance Planning, Corporate Benefits Planning.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.

Jackie Mazur Cfp®, Cdfa®, Fbps - President, Guide My Finances's Current Company Details
Financial Behavior Institute

Financial Behavior Institute

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President, Guide My Finances - Flat-Rate Financial Planning and Money Management. President, Financial Behavior Institute.
Jackie Mazur Cfp®, Cdfa®, Fbps - President, Guide My Finances Work Experience Details
  • Financial Behavior Institute
    Founder
    Financial Behavior Institute Jan 2023 - Present
    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!
  • Guide My Finances
    Certified Financial Planner - President
    Guide My Finances Jan 2009 - Present
    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 Llc - Financial Education For Teens And Their Parents
    President
    Money Minded Llc - Financial Education For Teens And Their Parents Jan 2011 - Dec 2014
    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.
  • National University
    Adjunct Professor Of Finance
    National University Jul 2010 - Nov 2011
    San Diego, California, Us
    Teaching Financial Planning to individuals obtaining their BA degree in business.
  • Women'S Global Network, Inc.
    Branch Leader - San Diego
    Women'S Global Network, Inc. Mar 2010 - Oct 2011
  • Retirement Strategies Group
    Certified Financial Planner
    Retirement Strategies Group Oct 2006 - Oct 2010
    Us
    Company Sponsored Retirement Planning and Benefits & Personal Financial Planning including Retirement, College Savings, Life Insurance, Disability Insurance, and Long Term Care insurance.
  • Concord Equity Group
    Concord Equity Group Aug 2005 - Nov 2006
    Working as a financial advisor.

Jackie Mazur Cfp®, Cdfa®, Fbps - President, Guide My Finances Education Details

  • San Diego State University
    San Diego State University
    Finance And Tax Planning
  • San Diego State University
    San Diego State University
    Finance

Frequently Asked Questions about Jackie Mazur Cfp®, Cdfa®, Fbps - President, Guide My Finances

What company does Jackie Mazur Cfp®, Cdfa®, Fbps - President, Guide My Finances work for?

Jackie Mazur Cfp®, Cdfa®, Fbps - President, Guide My Finances works for Financial Behavior Institute

What is Jackie Mazur Cfp®, Cdfa®, Fbps - President, Guide My Finances's role at the current company?

Jackie Mazur Cfp®, Cdfa®, Fbps - President, Guide My Finances's current role is President, Guide My Finances - Flat-Rate Financial Planning and Money Management. President, Financial Behavior Institute..

What schools did Jackie Mazur Cfp®, Cdfa®, Fbps - President, Guide My Finances attend?

Jackie Mazur Cfp®, Cdfa®, Fbps - President, Guide My Finances attended San Diego State University, San Diego State University.

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