Team

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

Close

Amanda Pecot

Senior Financial Planner

As a Senior Investment Advisor, Amanda’s approach to money management is anything but traditional. Amanda believes that everyone has the capacity to maximize their wealth by first cultivating a joyful perspective around money. That’s why she begins each client relationship by guiding them towards a renewed, more joyful approach to money. Then, she helps them create financial strategies that align with their values, dreams, and aspirations.

Amanda’s zeal for the problem-solving side of money management can be traced back to the start of her career in audit and compliance. While she loved the analytical side of things, she quickly realized that audit and compliance is a whole lot of telling people what NOT to do — instead of what they could do! She sought out a change and discovered her true vocation in personal finance and wealth management.

This defining moment transformed the way Amanda approaches every client she serves. She noticed a need for more personal, empathetic relationships within the financial industry, and didn’t want to simply instruct my clients on how to manage their wealth. By empowering them to define their values and dreams, together they can create a plan that aligns with their vision.

Amanda joined Guide My Finances to further support her clients in creating a joyful outlook around money, and finding their own joy. Amanda holds FINRA Series 6, 63, and 65, as well as Life, Heath, and Long-Term Care Insurance licenses.

You can also find Amanda teaching and competing in west coast swing dancing, leisurely rollerblading around San Diego, traveling to her favorite destinations for downhill skiing, hosting Scotch whisky tastings, and hanging out with her favorite companion, Laddie, a Black Russian Terrier.

Check the background of this advisor at FINRA’s BrokerCheck

Close

Chelsea Newell

Registered Associate

Chelsea graduated from Penn State University with a BS in Finance and a post-graduate Certificate of Financial Planning. While at Penn State, she served one year as the VP of the Financial Management Association and was an active member of the Professional Women’s Organization.

Chelsea has ten years of experience in the industry and is well-versed in comprehensive planning, investment management, and financial operations. She began her career in Finance in 2011 working at a small boutique firm that specialized in high-net-worth clients. It was her mentor at this firm that inspired her passion for finance and educating individuals on, “when to spend and how to save”.

Chelsea is an active member of Northcoast Church and volunteers in their childrens’ ministry. She is active in Peter’s Work, an organization that delivers hope and resources to orphanages overseas. She also works with a group of women internationally to bring awareness to the struggles of addiction and alcoholism and assisting individuals and their family members as they work towards recovery. She is passionate about giving back to the community and encouraging every person to do their part in bettering our world.

When Chelsea is not working, you can usually find her at a local beach with her two children, Everett and Calvin. Her and her boys also enjoy camping, paddle-boarding, theme-parks, and visiting local farmers’ markets. Last but not least, you can be sure she will always have her boys at opening day every time a new Marvel movie hits theaters!

Close

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 thousand 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 bet to 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.

Close

Josh Mazur

Director of Business Development

As a director of business development, he assists individuals and corporations plan for their financial future.

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 Finance, 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.

Close

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.

Close

Jayce Gispan

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.

Close

Abby Valentine

Client Service Associate

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.

Close