Guide My Finances
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Guide My Finances offers flat-rate and hourly financial consulting as well as investment management CRD #4818775. CA Insurance License # 0E49845.
We'd like to think we're pretty understanding of bad financial advice and social media trends... but these really make our skin crawl! 😬
Don't let these silly mistakes stand in the way of building your wealth! Give our team a call today! ☎️
Nothing brings the team together more than a shared goal!
Today’s goal… lunch! 😂🥗🍔
05/20/2026
Financial challenges change as your income grows.🫢
What worked at $100K likely won't still work at $500K+.
More accounts.
More moving pieces.
More tax exposure.
More decisions that carry long-term consequences.
We work with successful people who are earning well, saving consistently, and still missing critical gaps in their financial structure.😬
Because building wealth is only one part of the equation.
Keeping it organized, efficient, and aligned with your goals is where real planning begins.
Click here to claim your Sponsored Listing.
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Address
1265 Carlsbad Village Drive #201
Carlsbad, CA
92008
Opening Hours
| Monday | 8:30am - 5pm |
| Tuesday | 8:30am - 5pm |
| Wednesday | 8:30am - 5pm |
| Thursday | 8:30am - 5pm |
| Friday | 8:30am - 1pm |
