This month we are so excited to be interviewed by SD Voyager Magazine.
Meet Jackie Mazur of Guide My Finances in Carlsbad
Today we’d like to introduce you to Jackie Mazur.
So, before we jump into specific questions about the business, why don’t you give us some details about you and your story.
I jumped into my career as a Financial Advisor right after graduation in 2003. At the time, I had no idea how different firms operated or what I wanted my business to look like. I quickly learned that not all firms were created equal.
I was disappointed to realize that the firm that hired and trained me lacked integrity and most importantly weren’t doing what was best for their clients. Disillusioned by my experience, I decided to take a leap of faith and start building my own practice as an independent advisor. I was 22 years old, with one year of industry experience. What I did to make up for that lack of experience was to make the commitment to myself to get the training and mentoring I needed to build a firm that put clients first.
While building my practice, I decided to go back to school to get my Master’s Degree in Finance and Tax Planning which led me to obtain my license as a Certified Financial Planner in 2008. After graduating, I began teaching Financial Planning as an Adjunct Professor at area colleges.
My experience teaching combined with my desire to do more for my clients were major factors in changing my practice from a traditional financial advisor who collected commissions, to a flat-rate financial planning service practice, Guides My Finances, that is flourishing today.