Guide My Finances Employee Directory

Q: What is Guide My Finances known for?

Guide My Finances was founded in 2008. Guide My Finances operates in the Financial Services industry.

Q: How many employees does Guide My Finances have currently?

Guide My Finances has approximately 9 employees.

Financial ServicesCalifornia, United States2-10 Employees

We provide comprehensive full service financial planning at a flat fee and asset management services.  Our financial planning services include a wide range of areas customized to each client's individual needs.  Areas of inquiry include: cash flow management, retirement savings plans, retirement distribution plans, tax analysis, stock option planning, restricted stock planning, employee stock plans, college savings planning, and asset allocation.  

We also provide divorce financial planning services designed to evaluate any current settlement offers, assist parties with financial settlement proposals, provide income available for support analysis, stock division, investment analysis and facilitating division of assets.

Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Additional advisory services offered through Guide My Finances. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Find Guide My Finances employees' phone numbers or email addresses

Guide My Finances Global Highlights

North America
15

United States Of America
15

Asia
1

Russian Federation
1

Guide My Finances's Leadership

J. M.
Certified Financial Planner - President
Mobile Phone
Email
J. M.
Director Of Business Development
Mobile Phone
Email
J. W.
Principal
Mobile Phone
Email
J. M.
Financial Mediator
Mobile Phone
Email

Guide My Finances Employee Metrics

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2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Guide My Finances

Name

Title

Contact Info

Location

Last Update

J. M.
Certified Financial Planner - President
Mobile Phone
Email
Oct 22, 2024
J. M.
Director Of Business Development
Mobile Phone
Email
Nov 13, 2025
J. W.
Principal
Mobile Phone
Email
Oct 21, 2024
J. M.
Financial Mediator
Mobile Phone
Email
Apr 23, 2025

Frequently Asked Questions

What is Guide My Finances known for?

Guide My Finances was founded in 2008 operates in the Financial Services industry. The company's main headquarters is located in 1265 Carlsbad Village Drive 201 Carlsbad, California 92008 United States; you can contact the main corporate office by phone at

+1-760-547-****

. Explore Guide My Finances's company overview page for more information.

What is Guide My Finances's most common email format?

Guide My Finances employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Guide My Finances email formats with LeadIQ.

How many employees does Guide My Finances have currently?

Guide My Finances has approximately 9 employees as of February 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Guide My Finances's key employees and leadership?

As of February 2026, Guide My Finances's key employees include:

Certified Financial Planner - President: J. M.
Director Of Business Development: J. M.
Principal: J. W.
Financial Mediator: J. M.

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