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October 2025 by Steve Longo
Jacqueline Adler is amazing.
She is professional, knowledgeable, very detailed and did an exceptional job explaining our financial plan.
Jacqueline put us at ease, working with her has alleviated a lot of stress preparing for retirement. She is supportive, trustworthy and encouraging; listening to our concerns and our plans of what we would like retirement to look like.
She also asked questions for us to think about and explore the variety of options and possibilities.
Jacqueline provided us with a binder of our financial plan and guided us through a power point presentation of our financial plan that was easy to follow on a large screen. She took her time explaining the plan/ options ideas on how to have our money working for us and took the time to answer our questions.
Jacqueline is a true professional that makes you feel like her only client. We look forward to continue working with her.
Thank you Jacqueline.
V/r
S. & R. Longo
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September 2025 by Jamesina
Working with Jackie was truly a blessing and life changing. Of course she helped me understand the numbers; but the most important thing was that she empowered me to walk into mediation feeling informed and confident.
What stood out most was her commitment to fairness. Even though I was her client, she made sure both my ex-husband and I had a plan that gave us each financial security, peace of mind, and the ability to start our next chapters without resentment.
Jackie’s guidance even opened my eyes to options I had not even considered. She tailored and developed multiple financial scenarios according to my goals and current financial situation.
Because of her, I was able to make clear, grounded decisions for myself and my family. The services are truly invaluable and I highly recommend her to anyone facing the process of divorce.
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September 2025 by Christ'l Esmas
Lily is very helpful.
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August 2025 by Kristen Grueneich
Working with Jackie has been a great experience. She provided exceptional guidance for me as I went through one of the toughest chapters of my life-my divorce. Jackie is very knowledgeable and also empathetic. She took the time to understand the uniqueness of my case and had patience all along the way. Her approach is both professional and personal. She is now walking me through investing and the financial planning process to give me the confidence I need to move forward. She is easy to understand and always willing to answer any questions I have. I highly recommend Jackie!
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August 2025 by Tiffany Trinh-Spolidoro
My husband and I had a fantastic experience working with Lily Fallah at Guide My Finances. After a major career and life change, Lily took the time to thoroughly understand our financial situation and goals. She and her team conducted a detailed analysis and crafted a personalized retirement plan that aligned with both our timelines and aspirations.
Lily is incredibly knowledgeable, thoughtful, and never pushy. She communicates in a way that helps you reflect on your priorities and make informed decisions. Her advice is genuine, and she clearly cares about building long-term relationships—not just as a financial advisor, but as a trusted partner.
Thanks to her support, we now have a solid financial plan and feel confident about our future. We’ve even entrusted her firm with managing our full portfolio because we believe in the value they bring. Highly recommend Lily and Guide My Finances to anyone looking for expert, caring, and personalized financial guidance.
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August 2025 by shawn johnson
One of the best financial moves we've ever made was investing in working with Chelsea at Guide My Finances. She is extremely thorough and knowledgeable, providing us with a clear plan and taking time to get to know us and our goals, and to explain what she advised. Chelsea fully gained our trust with her financial expertise and authentic spirit.
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August 2025 by Niven Howlett
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.
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August 2025 by Mae Spence
I have received retirement consulting and financial planning advice from Chelsea Newell at Guide My Finances. I find that she is very knowledgeable and stays up on changes in the industry. She advices on things the average person would not know. The whole staff is knowledgeable and friendly. Jackie is a wealth of information and a one of kind leader to her employees.
I highly recommend Guide My Finances. They know finance!
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August 2025 by Jennifer Morrison
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!
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August 2025 by Loridunnejimdunne
Chelsea was a delight to work with and very helpful and knowledgeable. I highly recommend her.
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August 2025 by Jennifer Burns
I had the pleasure of working with Chelsea at Guide My Finances, and I couldn’t be more impressed. From our very first conversation, it was clear she is professional and extremely knowledgeable. I came to her looking for a financial planner with knowledge in my unique situation—someone who could help me make thoughtful, strategic decisions for my future without taking big risks. She immediately understood my goals. She is intelligent, direct, and has an incredible ability to simplify everything for me. She knew exactly what I wanted to achieve and guided me with confidence every step of the way. I honestly wish I had found her earlier. I highly recommend Chelsea.
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August 2025 by Katie Kee
To describe the service I have received from Jacqueline Adler and Guide My Finances is to give superlatives unusual to me in the world of investments and number-related endeavors. I am an English teacher by trade, but I am also a widow left to oversee investments for both myself and my large extended family upon the deaths of my husband, my father, and my stepmother. Jackie has carefully led me through this difficult venture at this time in my life. She has answered every novice inspired question I have had through the process of securing my future and securing the future of my grown children and my grandchildren. For that I am very grateful. Should you need the services of an expert financial planner who is available to you online, through zoom, or in person at locations in Orange County and in Carlsbad, you will be rewarded with an overall sense of both expertise in action and wellbeing for the future.
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July 2025 by Cristina Trette
I am a Licensed Marriage and Family Therapist practicing in Encinitas, CA. I refer clients to Guide My Finances. I consistently hear positive feedback about their professionalism and service. I highly recommend Jackie Mazur and her team.
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July 2025 by Angel Trinidad
Jackie and the team at Guide My Finances are incredible. They’re communicative, professional, and deeply knowledgeable across a wide range of financial topics. I was looking for an advisor I could pay by the hour who is an expert. I wanted someone who wouldn’t pressure me into putting my assets under their management or into questionable plans that didn’t fit my situation. Jackie was exactly that.
She’s direct, intelligent, and experienced. She asks insightful questions to truly understand my values and goals, and then offers tailored advice that brings me peace of mind, especially during big financial decisions. She doesn’t waste time or overwhelm you with jargon, instead, she explains things clearly and simply. She really cuts through the noise.
As someone who didn’t grow up around wealth or have access to financially savvy relatives, Jackie feels like the honest, caring family member I wish I had. I’m grateful to have her in my corner.
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December 2022 by Miranda Klassen
I can't say enough about Jackie and the team at Guide My Finances. As a former advisor and banker I knew I didn't want a large firm to help manage our finances and wanted someone who could give us a well thought out financial plan.Jackie was referred to us several times through trusted business colleagues and friends. She and her team were exactly what we were looking for! Their intake process, creating and reviewing our plan, and helping us navigate this ever-changing market has alleviated so much anxiety and stress. Jackie is experienced, has a pulse on the economy and markets, proactive, confident without arrogance, and direct- everything you need from someone managing your assets.
