Get To Know Our Guides
When creating a comprehensive financial strategy, you need a partner who is dedicated to understanding your specific needs, can assist with identifying and reaching your financial goals, and will create a plan to Guide Your Finances.
At Guide My Finances® we provide a personalized approach to financial planning. We put your interests first, involve you in creating your financial plan and give you the tools and resources to implement our recommendations on your own, or with our assistance. We work on an hourly or flat-rate basis to allow for full transparency and to give our clients the confidence that the advice we are giving is right for them (and not us).
Jackie Mazur CFP®, MSBA
President
Jackie Mazur , CFP®, CDFA®, MSBA
President
Guide My Finances® was founded by Jackie Mazur, Certified Financial Planner™, Certified Divorce Financial Analyst™, MSBA. A financial veteran, Jackie began her career in finance in 2003 and soon recognized a need in the industry for unbiased financial advice combined with sound financial education.
Jackie utilizes this experience to advise clients in many areas of financial planning including personal financial planning, retirement planning, retirement income distribution planning, investment management, divorce financial planning, stock compensation sale strategy, strategic inheritance planning, employer-provided benefits, asset management, risk management and more. Whether working with individuals or corporate clients, Jackie 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, Jackie assists couples with the financial complexities related to divorce. Additionally, 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, creating a fresh financial start once the process has been finalized.
After receiving her Master’s degree in Finance and Tax Planning, Jackie 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™, Jackie 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.
Check the background of this advisor at FINRA’s BrokerCheck
Chelsea Newell, CFP®, FBPS™
Senior Financial Planner
Chelsea Newell, CFP®, FBPS™
Senior Financial Planner & Investment Advisor
Chelsea Newell is a Certified Financial Planner™ (CFP®) and Financial Behavior Planning Specialist (FBPS™) with over a decade of experience in the industry. She is passionate about helping individuals and families achieve their financial goals with confidence and clarity. Chelsea’s commitment to providing personalized, comprehensive financial advice has earned her a reputation for excellence and trustworthiness among her clients. Specializing in a wide range of financial services, including but not limited to retirement planning, employer stock option strategy, investment management, tax strategies, and real estate strategy; her holistic approach ensures that every aspect of her clients' financial lives is considered, allowing for a cohesive and effective strategy tailored to their unique needs. Chelsea has a heartfelt commitment to helping widows and widowers plan for their financial future, as well. Having lost her spouse early in life, she brings both professional expertise and personal understanding to guide clients through one of life’s most difficult transitions with empathy, precision, and care.
A graduate of Penn State University, Chelsea is committed to continuous learning and professional development, keeping her skills sharp in an ever-changing financial landscape. Clients value her ability to simplify complex concepts, deliver clear, actionable guidance, and provide the steady support needed to make sound decisions in both times of stability and transition.
Beyond her professional life, Chelsea is an active member of Northcoast Church. Through her church, she supports Peter’s Work, an organization bringing hope and resources to orphanages overseas, and partners with a network of women internationally to raise awareness about addiction and recovery, offering guidance and compassion to those affected. Her passion for giving back reflects her belief that every person has the power to make a positive impact.
When she’s not serving her clients or community, Chelsea can often be found at the beach with her two sons, Everett and Calvin (yes, like Calvin & Hobbes). Together, they enjoy exploring tide pools, theme parks, visiting local farmers’ markets and book stores, and never missing opening day for the latest Marvel movie release.
Jacqueline D Adler, CFP®, CDFA®
Senior Financial Planner
Jacqueline D Adler, CFP®, CDFA™
Senior Financial Planner & Investment Advisor
As a Senior Financial Planner, Jackie brings a deeply personal approach to wealth management, shaped by over 20 years in the financial services industry. Jackie believes that our relationship with money is as complex and meaningful as any other relationship in our lives. That's why she focuses on building strong connections with her clients, creating an environment where they feel safe to share their concerns and aspirations.
Jackie's passion for financial planning was inspired by her parents, both financial services professionals, who showed her how meaningful client relationships could transform lives. This early exposure helped shape her holistic approach to financial planning, where she considers not just the numbers, but the emotional and personal aspects of each client's journey.
This perspective drives Jackie's specialization in helping clients navigate major life transitions, particularly during divorce. As a CFP® practitioner and Certified Divorce Financial Analyst™ (CDFA), she serves as a financial advocate, empowering clients to move forward with confidence and purpose. Jackie believes that sound financial planning during times of transition creates a foundation for future success.
Jackie holds the CFP® and CDFA® designations, bringing technical expertise alongside her commitment to personalized service and multigenerational planning.
After spending 15 years between Santa Monica and New York City, this Arizona native now calls Laguna Beach home, where she lives with her dog Whiskey. Outside the office, Jackie can be found enjoying beach workouts, playing tennis, attending theater performances, and experimenting with new recipes.
Check the background of this advisor at FINRA’s BrokerCheck
Lily Fallah, ChSNC®
Financial Planner
Lily Fallah, ChSNC®
Financial Planner
Lily graduated from San Diego State University, magna cum laude, with a BS in Finance. Since 2016, Lily has served in the financial services industry assisting a wide array of high net-worth individuals and corporations alike. Her competence spans an impressive range across many realms of finance, including 401(k) planning, retirement planning, and portfolio management.
Having always held a special place in her heart for those with Special Needs, Lily found a unique way of serving her passion by acquiring the Chartered Special Needs Consultant® designation (ChSNC®). As one of a few hundred financial advisors in the greater United States to hold ChSNC® designation, Lily is of the rare ability to serve families with special needs in the highest capacity.
Beyond her role as a Financial Planner, Lily proudly serves the ARC of San Diego, the largest provider of special needs services in San Diego, as not only a board member, but as Treasurer and Investment & Finance Committee Chairman. Her passion, combined with her unwavering track record of remarkable service, competence, and empathy make Lily a rare gem in the world of finance, and an advisor we are fortunate and confident to have on our team, guiding our clients to their highest good.
Away from her desk, you can find Lily on a stroll in the sun, laughing around the dinner table with friends & family, or enjoying deep conversation on the road to her next adventure.
Josh Mazur
Director of Business Development
Josh Mazur
Director of Business Development
Josh is a results-driven professional with a broad and diverse business experience, a strong work ethic, focus on the bottom line, and a desire to bring value to stakeholders. He holds a BS in Business Administration CIS from Appalachian State University with minors in English and International Business.
At Guide My Finances, Josh acts as director of business development assisting with strategic planning, revenue growth, and operational efficiencies. In addition to Guide My Finances, Josh functions as a managing partner of a real estate development company. He is responsible for supervising labor, performing work, and managing construction projects including architectural design, material sourcing, permitting, financing, subcontracting, and legal agreements. He is a licensed general contractor and real estate broker.
Prior to real estate he consulted small, medium, and large companies as well as public organizations on software integration, architecture, and implementation. Josh currently serves on the Board of Directors for Carlsbad Chamber of Commerce Foundation, Carlsbad Educational Foundation, and Mira Costa college Foundation. He volunteers with Carlsbad Emergency Response Team and is an active member of Infragard.
He is married with three children - 2 in Carlsbad Unified School District and 1 at University of Utah. He enjoys soccer, snowboarding, tennis, surfing, and is a curling state champion.
Josh is a results-driven professional with a broad and diverse business experience, a strong work ethic, focus on the bottom line, and a desire to bring value to stakeholders. He holds a BS in Business Administration CIS from Appalachian State University with minors in English and International Business.
Before joining Guide My Finances®, Josh functioned as a managing partner of a real estate development company. He has been responsible for supervising labor, performing work, and managing construction projects including architectural design, material sourcing, permitting, financing, subcontracting, and legal agreements. He is a licensed general contractor and real estate broker.
Prior to real estate he consulted small, medium, and large companies as well as public organizations on software integration, architecture, and implementation.
Josh currently serves on the Board of Directors for Carlsbad Chamber of Commerce and on the Independent Citizens Bond Oversight Committee with the Mira Costa College Prop M bond. He volunteers with Carlsbad Emergency Response Team and is an active member of Infragard.
He is married with three children in Carlsbad Unified School District. He enjoys soccer, snowboarding, tennis, surfing, and is a curling state champion.
Sean Boylan
Financial Planner/Trader
Sean Boylan
Financial Planning Assistant/Portfolio Manager
Sean is a recent graduate of San Diego State University holding a BA in Business Administration Finance. He is a motivated and self-taught learner whose passion for investing and helping others led him to our team. As a founder of the Aztec Trading and Investing Group, a Fowler College of Business Organization at SDSU, Sean developed a love for helping others understand and learn about financial markets. Through his time with the Financial Planning Association, he gained expertise in investment research and retirement planning.
Sean believes that anyone can benefit from well-constructed financial planning and that having a plan is the key to reaching your personal, family and life goals. Within Guide My Finances®, Sean focuses his time in various areas including portfolio management, investment strategies, research, and financial planning. His desire to learn and willingness to support the team makes him an integral member of the Guide My Finances family.
Outside of the office, Sean enjoys camping, mountain biking, snowboarding and above all, traveling. He hopes that despite his trip to Europe being cancelled twice in the past year, that he will be able to experience the journey soon and attend the Monaco F1 Grand Prix, one of the many items on his bucket list. Sean’s dream retirement would be to purchase a large sailboat and travel around the Mediterranean, Caribbean, Gulf of Mexico and East Coast with friends and family.
Cassidy Chaney
Operations Manager
Cassidy Chaney
Operations Manager
Cassidy is a graduate of the United States Naval Academy and a former Captain in the United States Marine Corps. Drawing on a distinguished military career, she developed strong leadership skills, operational expertise, and a mission-driven mindset that now guide her work with the corporate sector.
As Operations Manager at Guide My Finances, Cassidy leverages her leadership experience and operational acumen to streamline internal processes, strengthen organizational efficiency, and drive sustainable growth. Dedicated to excellence and service, she is passionate about creating structures that empower teams to succeed and ensuring the firm delivers exceptional value to its clients.
Outside of work, you can find Cassidy in the line-up surfing with her wife or on the ski slopes.
Jayce Gispan, CFP®
Paraplanner
Jayce Gispan, CFP®
Paraplanner
Jayce is a recent graduate from San Diego State University with a dual degree in financial services and psychology. While at SDSU, Jayce also earned his certificate in personal financial planning. As an active member of the SDSU student chapter of the Financial Planning Association, Jayce rose to the position of president, helping future financial planning candidates navigate the financial services industry.
Jayce has always had an interest in investing and a passion to educate people in everything personal finance. Jayce’s primary responsibility within Guide My Finances® is to construct comprehensive financial plans that will lay the foundation for clients to achieve financial independence.
In his free time, you will most likely find Jayce at the beach either reading or boogieboarding. Jayce also loves to exercise, take photos of nature, and spend time with friends and family.
Abby Valentine
Client Service Associate
Abby Valentine
Client Service Associate
Abby holds a Bachelors of Science in Mathematics and Masters in Education from Oregon State University.
Abby has worked in customer service for over 9 years. After graduating college with a bachelor’s in mathematics, she has decided to continue her educational journey in the financial field. As Client Service Associate, Abby assists clients via email by facilitating scheduling, preparing paperwork for client completion, and answering client questions.
When she is not at work you can find Abby spending time in the sun at the beach or the pickleball courts, catching up on the latest TV/movies, or spending time with her friends.