Team

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, 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

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Gina Ellen

Financial Advisor

Gina Ellen, a University of San Diego (USD) Business School alumna, has been in the financial services industry professionally for 8 years in various roles. Her proclivity for financial advising started much earlier, growing up in a family of advisors and learning about the intricacies of running a business and investing from a young age.

Through this experience, Gina developed a passion for her current role in financial planning. With a focus on philanthropic ventures and a healthy life-work balance, Gina works with clients by engaging them in the dynamic planning needed to obtain an ideal lifestyle and to ultimately leave behind a legacy of which they can be proud. Her goal is to help clients find their unique balance between investing for the future, paying down debt from the past, and most importantly: enjoying life in the present.

Gina has been recognized in both San Diego Woman’s Magazine as well as the San Diego Regional Chamber of Commerce for her involvement in various female empowerment initiatives including running a Lean In Circle and serving on its San Diego Chapter Board of Directors. She has also been involved with the non-profit 2020 Women on Boards (now 50/50 Women on Boards) in putting on annual events that further the organization’s goal to provide global education and advocacy for women and the movement toward gender balance and corporate board diversity.

Gina lives in sunny San Diego with her significant other and their 2 Australian Kelpies. Outside of the office, you can find her hiking in the mountains, doing yoga at the beach, indulging at San Diego’s foodie hangout spots, or really anywhere her fur children are welcome!

Gina Victoria Ellen holds FINRA Series 7 and 66 registrations: CRD# 6354812. Gina is a California Life & Health Insurance producer with the California Department of Insurance license #0M36547. Resident State CA. Principal place of business CA.

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Amanda Pecot

Senior Investment Advisor

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

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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.

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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!

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Jennifer Morrison

Client Service Manager

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.

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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.

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