A complete list of active advisors currently associated with Guide My Finances
Warmer can help you find a great advisor at Guide My Finances or one who fits your needs even better.
Guide My Finances provides financial planning and consulting services to individual clients, delivering written financial plans and advice on investment, risk management, estate planning, and financial organization. The firm also conducts periodic educational workshops for the public or specific groups and does not act as a custodian or execute securities transactions for client accounts. Advisory work is delivered on a non‑discretionary basis and is tailored to each client’s goals, time horizon, and risk tolerance using methods such as asset allocation, dollar‑cost averaging, and a mix of long‑ and short‑term strategies. Clients complete a detailed questionnaire and receive either project‑based or hourly consulting engagements, with one‑time plan delivery and the option to request additional services. What distinguishes the firm from many peers is that its principals also act as registered representatives of a broker‑dealer and are licensed insurance agents, and the brochure discloses an affiliation with a broker‑dealer/RIA through which brokerage or asset‑management services may be recommended. In addition, key personnel hold CFP® and CDFA® credentials and the firm emphasizes educational offerings and fee arrangements other than percentage‑of‑AUM billing.
To learn more about the advisors currently working at Guide My Finances, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Carlsbad, CA
| 15
| |
Carlsbad, CA
| 0
|
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