Broker Check

Jessica Catalan, AWMA&#8482; CPFA<sup>&#174;</sup>

Jessica Catalan, AWMA™ CPFA®

Wealth Advisor, Founder of Emerald Wealth 

Client Centered

I grew up in the San Francisco Bay Area where my passion for financial planning started. Seeing the highs and lows of the tech bubble and the impact it had on my friends, family, and community, I knew I wanted to help. 
After graduating from Cal Poly, San Luis Obispo with a degree in Business Administration, I started my career in finance. By getting my Accredited Wealth Management Advisor® (AWMA®) designation, I can better help my high net-worth clients. While the Certified Plan Fiduciary Advisor® (CPFA®) designation, increased my knowledge of retirement plans. I'm always eager to share my knowledge and experience with others.
In my free time, I enjoy being a member of the junior league of phoenix and BNI DRRP chapter. I know lots of businesses in my community, if you need help with something I know lots of people that can help. At home, Ross and I enjoy testing out new recipes on the smoker and taking our dog to the local farmers market.

Krista McPherson

Krista McPherson

Marketing Associate

Lucky Catalan&#160;

Lucky Catalan 

When not sleeping on the job, Lucky enjoys saying hi to everyone she sees. It doesn't matter if she saw you 5 minutes ago or last year she will be excited to see you.

LPL Financial Support- Financial Planning and Research teams

LPL Financial Support- Financial Planning and Research teams

Krista  acts as a non-registered associated person of LPL Financial.  She is authorized to assist Advisors with LPL Financial 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.