About Us

our commitment

We put your interests first
We make effort to ensure your journey is an enjoyable one
We continue to move you forward towards achieving your goals
We analyze your information and develop the straightest path to your goals
We implement with precision
We Guide Your Finances

Jackie Mazur (Weitzberg), CFP®, CDFA®, MSBA – President

Jackie Mazur (Weitzberg), CFP®, MSBA – President

Guide My Finances was founded by Jackie Mazur, Certified Financial Planner™, Certified Divorce Financial Analyst™, MSBA.  A financial veteran, Mazur began her career in finance in 2003 and soon recognized a need in the industry for unbiased financial advice combined with sound financial education.

Mazur utilizes this experience to advise clients in many areas of financial planning including personal financial planning, retirement accumulation planning, retirement income distribution planning, employer provided benefits, divorce financial planning, asset management, and risk management. Whether working with individuals or corporate clients, Mazur takes the time to educate clients and employees on all aspects of their financial strategy and how each component fits into the financial vision they have.

As a financial mediator at Pacific Coast Divorce Mediation, Mazur assists couples with the financial complexities related to divorce. In addition,  as a Certified Divorce Financial Analyst™, she works with individuals throughout the divorce process helping them weigh their options and develop a plan for distributing assets and starting fresh once the process has been finalized.

After receiving her Master’s degree in Finance and Tax Planning, Mazur began teaching Financial Planning and Managerial Finance as a college professor in San Diego. Today, she utilizes her fundamental tax knowledge and teaching experience to assist her clients with structuring their financial plan in the most tax-advantageous way.

In addition to her designation as a Certified Financial Planner™, Mazur holds FINRA Series 6,7, 63 as well as Life, Health and Long Term Care Insurance licenses. She also utilizes her vast network of finance-related professionals to enhance her instruction and service to clients.

Mazur resides in Carlsbad, California with her husband and three children.

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Jenny Erdmann, CFP®, CDFA®, Esq. – Vice President

Jenny Erdmann, CFP®, CDFA®, Esq. – Client Service SpecialistJenny, a Certified Financial Planner™, advises clients in personal financial planning, asset management, and divorce financial planning.

Prior to joining Guide My Finances, Jenny practiced estate planning, trust administration, and probate law as a senior associate attorney. Due to her legal education and practice she views financial planning from a legal paradigm, which greatly shapes her guidance on the financial issues routinely faced by her clients. Jenny continues to be highly involved with the legal community in San Diego; Providing continuing legal education courses for attorneys on the complex financial issues related to legal transactions and trial preparation and litigation consulting services as an expert witness to attorneys and their clients on complex Family Law matters.

Utilizing her legal knowledge and experience in conjunction with her Certified Divorce Financial Analyst™ designation, she assists clients on financial matters related to divorce. This includes: formulating settlement proposals, analyzing settlement offers, and structuring counter offers; She works with divorcing clients to strategize division of property and its related tax, cash flow, and other financial aspects to obtain successful post-divorce outcomes. As a financial expert at Pacific Coast Mediation, she applies these strategies to help divorcing couples in mediation with the complexities of asset division including spousal support settlement options.

Local involvement is an important component of Jenny’s life. She is involved with the Navy-Marine Corps Relief Society of San Diego, where she utilizes her professional training to provide financial casework services for both active duty and retired military. Through that organization she also provides educational training and seminars designed to help service members understand and implement successful financial strategies specific to their situation.

Jenny lives in Poway, California and can be found enjoying the sunshine and local community with her family.

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Richard Tassiello

Richard Tassiello – Compliance

At Guide My Finances Richard manages the relationship between outside regulatory agencies, including FINRA and the SEC, and monitors internal business processing policies. In addition, Richard reviews licensing standards and requirements for Guide My Finances and leads any internal procedure audits.

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Chris Adams

Chris Adams is Director of Operations at Guide My Finances where he oversees administration, technology, and operations. Chris Adams is not registered with Woodbury Financial Services.

PERSONAL
Planning

Investing in a mutual fund or stock without a financial plan is like buying double-paned windows when you don’t own a house. The actual product may be a great, but if it doesn’t fit, or doesn’t work for what you need, it might not be as valuable as you think.

DIVORCE
Planning

Since settlements are in large part financial, Divorce Financial Planners can explain your options, help you set priorities, and lead you through the hard choices ahead.

INVESTMENT
Management

When was the last time you looked at your investment portfolio with your long-term goals in mind? It may be time to review, revise, and reorganize your money to make sure you are set up to achieve everything you want in the future.