Balancing Wealth and Purpose with Jackie Mazur

Carlsbad: People, Purpose and Impact

Are you ready to take control of your finances but don't know where to start? Ever wondered how financial experts balance their professional success with personal fulfillment? In episode 113 of "Carlsbad: People, Purpose, and Impact," we dive deep with finance guru Jackie Mazur, president of Guide My Finances, who's revolutionizing the way we think about money management.

Jackie's journey from San Diego State University to becoming an adjunct professor and a financial trailblazer is nothing short of inspiring. Celebrating 15 years with her firm, she shares the secret sauce behind her success: a flat-fee model that puts clients' interests first and ensures their goals are met with accountability and strategic planning.

But it's not all numbers and spreadsheets; Jackie is a community champion, serving on boards like the Carlsbad Educational Foundation and supporting initiatives from robotics to the arts. Plus, she's a beacon of work-life balance, weaving family time and community service into her busy schedule.

Join us as we explore Jackie's innovative approach to financial advising, her commitment to company culture, and her active involvement in enriching the Carlsbad community. And if you're itching for some financial wisdom, head over to guidemyfinances.com or check out their Instagram, Facebook or LinkedIn for tips and the opportunity to book an initial chat with the experts. Don't miss this chance to get financially savvy with us on "Carlsbad: People, Purpose, and Impact!"

Jackie Mazur Bio:
Guide My Finances was founded by Jackie Mazur, Certified Financial Planner™, Certified Divorce Financial Analyst™ in 2009. 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 time to educate clients 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.

Jackie, and her husband Josh, own a real-estate development company focused on developing infill projects. Her hands-on experience with real estate investing allows her to advise her clients on real estate holdings, as well as other investment vehicles.

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 in the development of her financial plans.

Jackie lives in Carlsbad with her husband Josh, and three kids – Sophia, Rachel and Eli. In addition to working and spending time with her family, Jackie volunteers as a Board member of the Carlsbad Education Foundation and as a Girl scout Troop Leader.

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

Did this episode have a special impact on you? Share how it impacted you

Carlsbad Podcast Social Links:
LinkedIn
Instagram
Facebook
X
YouTube

Sponsor: This show is sponsored and produced by DifMix Productions. To learn more about starting your own podcast, visit www.DifMix.com/podcasting