At Guide My Finances®, we understand that finding the right financial advisor is an important decision. Our team of experienced professionals is dedicated to helping you navigate your unique financial journey. Review our advisors' specialties below and schedule your initial consultation today.
Jackie Mazur, CFP®, CDFA®
As the founder and President of Guide My Finances, Jackie utilizes over 20 years of experience to guide clients towards reaching their financial goals in areas including:
- Stock Compensation Strategy (RSU, ISO, NQ, ESPP)
- Real Estate Strategy
- Divorce Financial Planning
- Tax-efficient Retirement Planning
- Multigenerational wealth planning
- Investment management and portfolio design
- Business Sale and Succession strategy
- Retirement accumulation and distribution planning
- Financial modeling for career transitions.
Lily Fallah, CFP®, ChSNC®
Dedicated to families with unique planning needs, Lily provides specialized guidance in these essential areas:
- Special needs financial planning
- Retirement accumulation and distribution planning
- Tax-efficient retirement distribution strategies
- Investment management and portfolio design
- Minimizing the tax impact of stock compensation (RSU, ISO, NQ, ESPP)
- Financial modeling for career transitions
- Real estate acquisition and management
- Education and college planning
- Aligning philanthropic goals with financial planning objectives
Chelsea Newell, CFP®, CEPA®, FBPS®
Drawing on her diverse experience, Chelsea provides specialized advice in:
- Retirement accumulation and distribution planning
- Real estate acquisition and management
- Minimizing the tax impact of stock compensation (RSU, ISO, NQ, ESPP)
- Tax mitigation strategies for business owners
- Investment management & portfolio construction
- Correcting negative behaviors and habits with money
- Business succession planning
- Wealth preservation and transfer
- Aligning philanthropic goals with financial planning objectives