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

Devon Flushing, AIF®

Associate Financial Planner

Devon Flushing brings nearly a decade of experience in financial planning and wealth management to the Guide My Finances firm. His top priority is ensuring clients receive an exemplary experience through the seamless coordination of our financial planning and investment service offerings.

As an Accredited Investment Fiduciary, Devon believes that clients deserve the right to unbiased financial advice. Throughout his years of experience in the industry he was exposed to various practices with different philosophies. When he learned that Guide My Finances offers hourly and flat-rate planning in addition to investment advice, he knew it was the type of company he wanted to be a part of.

When Devon is not perfecting your financial plan, he can be found traveling with a camera in hand, seeking out the next best winery, or trying to master Adam Scott’s golf swing.

 
 

Devon Flushing, AIF®

Associate Financial Planner

Devon Flushing brings nearly a decade of experience in financial planning and wealth management to the Guide My Finances firm. His top priority is ensuring clients receive an exemplary experience through the seamless coordination of our financial planning and investment service offerings.

As an Accredited Investment Fiduciary, Devon believes that clients deserve the right to unbiased financial advice. Throughout his years of experience in the industry he was exposed to various practices with different philosophies. When he learned that Guide My Finances offers hourly and flat-rate planning in addition to investment advice, he knew it was the type of company he wanted to be a part of.

When Devon is not perfecting your financial plan, he can be found traveling with a camera in hand, seeking out the next best winery, or trying to master Adam Scott’s golf swing.

Jennifer Morrison

Client Service Associate

Jennifer has over 7 years of diligently serving clients in the Financial Service Industry. As the Client Service Associate at Guide My Finances, Jennifer is the first voice that you will likely hear when you call our office. Her responsibilities include answering client inquires, new client paperwork, setting up meetings between clients and the advisors and ensuring clients’ satisfaction. Jennifer has a passion for helping others, which makes her a great fit for our team.

Outside of the office, you might find Jennifer in her garden, baking for her friends and family and enjoying her time outdoors with her husband and son.

 
 

Jennifer Morrison

Client Service Associate

Jennifer has over 7 years of diligently serving clients in the Financial Service Industry. As the Client Service Associate at Guide My Finances, Jennifer is the first voice that you will likely hear when you call our office. Her responsibilities include answering client inquires, new client paperwork, setting up meetings between clients and the advisors and ensuring clients’ satisfaction. Jennifer has a passion for helping others, which makes her a great fit for our team.

Outside of the office, you might find Jennifer in her garden, baking for her friends and family and enjoying her time outdoors with her husband and son.