About this Event
Unlock Your Financial Personality: Discover, Learn, and Thrive
Discover Your Financial Personality: An Educational Event by the Financial Behavior Institute
Join us for an engaging and interactive educational event designed to help you uncover your unique approach to money and decision-making through the 8 Financial Personalities from the Financial Behavior Institute. to identify your personality before the event!
Guiding the conversation will be Jackie Mazur, CFP®, FBPS®, founder of Guide My Finances and the Financial Behavior Institute. With over 20 years of experience in financial planning and a passion for behavioral finance, Jackie will share insights into how your financial personality influences your decisions—and how to use that knowledge to your advantage.
Whether you’re a thoughtful Protector, a free-spirited Explorer, or one of the other distinct personalities, this experience will inspire you with fresh insights, educate you on the behavioral side of finances, and equip you with practical, actionable strategies you can implement right away.
What you’ll gain:
- A deeper understanding of your financial personality and how it shapes your money decisions
- Tailored recommendations to strengthen your financial well-being based on your profile
- Tools to align your financial plan with your values and long-term goals
- An opportunity to connect, reflect, and learn in a supportive, empowering environment
This event is perfect for anyone seeking clarity, confidence, and a personalized path to financial success.
Inspire. Educate. Empower. Let your financial personality be the key to unlocking your future.
Jackie founded the Financial Behavior Institute, an education program dedicated to educating and empowering financial advisors to better serve their clients through an understanding of behavioral finance . Her passion for the integrative approach to financial planning and investing is at the core of who we are at Guide My Finances. The advisors at Guide My Finances try to connect with our clients and provide them support not jut based on their income and goals, but around who they are and helping them understand their financial personalities. We’ve found by connecting on the emotional level, we can help our client achieve success that lasts and help them find security and freedom financially.
Jaclyn Mazur is an Investment Advisor Representative with Guide My Finances RIA. 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. CRD #4818775. CA Insurance License # 0E49845. Guide My Finances and Jaclyn Mazur are licensed to do business in CA.
Event Venue & Nearby Stays
Bamboo Garden Wellness Center, 171 Saxony, Encinitas, United States
USD 0.00
