Jessica's reasons for becoming a financial professional are deeply personal. She repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with Jessica's understanding of personal finance, coupled with her training as a financial professional, she can help people better prepare for the future. We take pride in educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Jessica Catalan began her career with Waddell & Reed in 2008 after graduating from California Polytechnic State University, San Luis Obispo with a degree in Business Administration. As an Accredited Wealth Management Advisor®...
Krista is the Marketing Associate for Emerald Wealth and with over 5 years of unique customer service experience with a special skill set in client management. She graduated with a degree in Communication with a focus in Social Media...
Chief Morale Officer
Krista acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Advisors with Waddell & Reed with approved activities. She is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services. These activities are the sole responsibility of the Advisor(s) she supports. In addition, she is not authorized to enter into any contractual obligations on behalf of LPL Financial.