Guide My Finances
Hours:
6120 Paseo Del Norte l2, Carlsbad CA 92011 Hours
Most Recent Reviews
August 2025
Chelsea did a great job, guiding and explaining our financial future. The financial plan gave us confidence in our finances for retirement. She was a pleasure to work with and we look forward to the next time.
August 2025
I had a great experience with Guide My Finances. The team is incredibly professional and always provides clear, helpful advice. Chelsea, in particular, is kind, knowledgeable, and goes above and beyond to deliver excellent service. Highly recommend!
August 2025
Chelsea was a delight to work with and very helpful and knowledgeable. I highly recommend her.
More Comments(17)
About Guide My Finances
Guide My Finances is a truly fiduciary Financial Planning firm serving Carlsbad, San Diego County and Orange County, CA. We specialize in flat-rate Financial Planning and offer comprehensive Retirement Planning, Investment Management, Divorce Financial Analysis and more. Our Certified Financial Planners (CFP®) create personalized strategies for professionals seeking tax optimization, wealth building, and retirement distribution planning. Experience truly unbiased financial advice with no obligation for investment management. Schedule your initial consultation today to start your journey toward financial clarity and confidence.
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