About

When creating a comprehensive strategy to manage your assets, investments and finances, you need a partner who is dedicated to understanding your specific needs, who can help you pursue your specific goals, and who will assist you in Guiding Your Finances.
At Guide My Finances we provide a personalized approach to financial planning. We put your interests first, involve you in creating a successful financial plan and give you the tools and resources to implement our recommendations on your own. 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 (Weitzberg), CFP®, CDFA®, 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 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, 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, Mazur 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, 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.

Check the background of this advisor at FINRA’s BrokerCheck

 
 

Jackie Mazur (Weitzberg), CFP®, CDFA®, 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 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, 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, Mazur 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, 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.

Check the background of this advisor at FINRA’s BrokerCheck

Cari Leamy

Associate Financial Planner

Cari began working in the financial planning field in 2005. During her time in the industry, she has developed a wide array of knowledge which she relies on today to advise individuals and families.

Cari’s passion for financial education, her financial planning philosophy, and desire to offer ethical financial advice, attracted her to join the Guide My Finances team. “I am happy to be working for a company that puts the client’s interest ahead of the firm’s”.

Previously, she enjoyed teaching financial literacy to children in underserved communities and advising high net-worth families in Silicon Valley.

While earning her bachelor’s degree in Business Administration and Political Science, Cari discovered the impact a financial strategy has on reaching one’s goals. Through Financial Education, she strives to help empower each person to live an ideal life.

The experience of planning for her own college education gave Cari the realization that she wanted to be of value to others by helping them make financial decisions to fund their life goals.

Cari enjoys spending her free time with her daughter and extended family in Southern California’s amazing outdoors.

 
 

Cari Leamy

Associate Financial Planner

Cari began working in the financial planning field in 2005. During her time in the industry, she has developed a wide array of knowledge which she relies on today to advise individuals and families.

Cari’s passion for financial education, her financial planning philosophy, and desire to offer ethical financial advice, attracted her to join the Guide My Finances team. “I am happy to be working for a company that puts the client’s interest ahead of the firm’s”.

Previously, she enjoyed teaching financial literacy to children in underserved communities and advising high net-worth families in Silicon Valley.

While earning her bachelor’s degree in Business Administration and Political Science, Cari discovered the impact a financial strategy has on reaching one’s goals. Through Financial Education, she strives to help empower each person to live an ideal life.

The experience of planning for her own college education gave Cari the realization that she wanted to be of value to others by helping them make financial decisions to fund their life goals.

Cari enjoys spending her free time with her daughter and extended family in Southern California’s amazing outdoors.

Adriana Beltran-Romeo

Administrative Assistant

Adriana Romeo was raised by entrepreneurs and quickly learned the benefits of leadership, hard-work, talent, customer service and consistency. After attending the Academy of Visual and Performing Arts, Adriana went on to pursue a degree in Health Science. After an eight-year career as a Medical Office Manager, Adriana realized that she was good at problem solving, marketing and implementing financial solutions. Adriana was encouraged by her husband to continue her education in the Finance field, where she is currently pursuing her certification as an Enrolled Agent as well as her certification as a Certified Financial Planner. Adriana is fluent in Spanish and American Sign Language; she often will use her skills to translate for members of her community. She enjoys volunteering as a youth basketball coach and at her local Senior Center.

 
 

Adriana Beltran-Romeo

Administrative Assistant

Adriana Romeo was raised by entrepreneurs and quickly learned the benefits of leadership, hard-work, talent, customer service and consistency. After attending the Academy of Visual and Performing Arts, Adriana went on to pursue a degree in Health Science. After an eight-year career as a Medical Office Manager, Adriana realized that she was good at problem solving, marketing and implementing financial solutions. Adriana was encouraged by her husband to continue her education in the Finance field, where she is currently pursuing her certification as an Enrolled Agent as well as her certification as a Certified Financial Planner. Adriana is fluent in Spanish and American Sign Language; she often will use her skills to translate for members of her community. She enjoys volunteering as a youth basketball coach and at her local Senior Center.

Richard Tassiello

Compliance Officer

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. Check the background of this advisor at FINRA’s BrokerCheck

 
 

Richard Tassiello

Compliance Officer

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. Check the background of this advisor at FINRA’s BrokerCheck

Chris Adams

Director of Operations

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.

Chris Adams

Director of Operations

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.