Jessica Catalan, AWMA® CPFA® Financial Advisor
Wealth Advisor
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® (AWMA®) and Certified Plan Fiduciary Advisor® (CPFA®) , Jessica is committed to helping her clients pursue their financial goals through the financial planning process.
Jessica grew up in the San Francisco Bay Area where her passion for financial planning started.Seeing the highs and lows of the tech bubble and the impact it had on families, she knew she wanted to help. She now lives in Scottsdale, Arizona with her boyfriend, Ross, and their dog Lucky. When not spending time with her friends and family she enjoys traveling and hiking.