Insights

Niche Customization Guide My Finances offers highly personalized financial planning services, representing an opportunity to introduce advanced client segmentation tools or tailored financial products to enhance their customization capabilities.

Growth Potential With a revenue range of 10 to 25 million and a small team, the company is positioned for strategic expansion, making it a suitable target for scalable financial technology solutions or growth-oriented service offerings.

Technology Stack Leveraging a modern technology stack including cloud-based tools and live chat, Guide My Finances is receptive to innovative digital marketing solutions, CRM enhancements, and customer engagement platforms to improve client outreach.

Market Positioning Operating in the competitive financial advisory sector with similar companies of varying sizes, there is an opportunity to demonstrate differentiated value through niche financial products or specialized compliance and regulatory services.

Partnership Opportunities Given their comprehensive services, Guide My Finances could benefit from partnerships with fintech providers, tax advisory firms, or financial education platforms to expand their service offerings and cross-sell to existing clients.

Guide My Finances Tech Stack

Guide My Finances uses 8 technology products and services including cdnjs, Cloudinary, RSS, and more. Explore Guide My Finances's tech stack below.

cdnjs

Content Delivery Network

Cloudinary

Content Delivery Network

RSS

Content Management System

JSON-LD

Javascript Frameworks

jQuery Migrate

Javascript Libraries

LiveChat

Live Chat

Contact Form 7

Web Platform Extensions

Apache

Web Servers

Guide My Finances Email Formats	Example	Percentage
First@guidemyfinances.com	John@guidemyfinances.com	50%
First@guidemyfinances.com	John@guidemyfinances.com	50%

Guide My Finances Email Formats

Example

Percentage

First@guidemyfinances.com

John@guidemyfinances.com

50%

First@guidemyfinances.com

John@guidemyfinances.com

50%

Frequently Asked Questions

Where is Guide My Finances's headquarters located?

Guide My Finances's main headquarters is located at 1265 Carlsbad Village Drive 201 Carlsbad, California 92008 United States. The company has employees across 2 continents, including North AmericaAsia.

What is Guide My Finances's phone number?

You can contact Guide My Finances's main corporate office by phone at

+1-760-547-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Guide My Finances's official website and social media links?

Guide My Finances's official website is guidemyfinances.com and has social profiles on LinkedIn.

What is Guide My Finances's SIC code NAICS code?

Guide My Finances's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Guide My Finances have currently?

As of February 2026, Guide My Finances has approximately 9 employees across 2 continents, including North AmericaAsia. Key team members include Certified Financial Planner - President: J. M.Director Of Business Development: J. M.Principal: J. W.. Explore Guide My Finances's employee directory with LeadIQ.

What industry does Guide My Finances belong to?

Guide My Finances operates in the Financial Services industry.

What technology does Guide My Finances use?

Guide My Finances's tech stack includes cdnjsCloudinaryRSSJSON-LDjQuery MigrateLiveChatContact Form 7Apache.

What is Guide My Finances's email format?

Guide My Finances's email format typically follows the pattern of First@guidemyfinances.com. Find more Guide My Finances email formats with LeadIQ.

When was Guide My Finances founded?

Guide My Finances was founded in 2008.

Guide My Finances

Q: What is Guide My Finances's official website and social media links?

Guide My Finances's official website is guidemyfinances.com. Guide My Finances has social profiles on LinkedIn.

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

Guide My Finances has approximately 9 employees.

Q: What technology does Guide My Finances use?

Guide My Finances's tech stack includes Slider Revolution, Contact Form 7, Elfsight, RSS, cdnjs.

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.

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