Guide My Finances

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1265 Carlsbad Village Dr Ste 201
Carlsbad, CA 92008
Guide My Finances specializes in Financial Planning, Retirement Planning, Divorce Planning, Investment Management, Money Management and more...Whether it is personal investment management or assisting you with navigating the financial intricacies of your divorce, we can help you develop your financial vision and give you access to the information and tools you need to work towards your goals. Services include, financial planning, divorce planning, investment management.

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5.030 reviews
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Angelia T.
7/20/2025

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...

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Jamie J.
5/22/2025

What gets more personal that your finances? Getting the right partner is key. Jackie and Team partnered with us to understand the nuances of our financial landscape, plan for the future and...

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Kathleen A.
8/8/2025

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...

Nadja I.
6/15/2025

Amanda has been incredible. Super friendly, transparent and going above and beyond to guide you would highly recommend!

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Victor C.
4/26/2024

Since I started working with Amanda Pecot in 2021, I have been really been able to understand my financial situation and better plan for my future. She took the time to understand not only my...

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