Jessica Catalan, AWMA CPFA- Financial Advisor at LPL Financial

Jessica Catalan, AWMA CPFA- Financial Advisor at LPL Financial Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

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Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

05/15/2026

The business gets the attention. The personal finances get whatever's left over.

And honestly when you're running a business, there's always something more pressing. Another hire, another client, another decision that can't wait.

But years go by and the personal side never quite gets its turn.

05/14/2026

People think getting a financial plan feels like restriction.

It actually feels like the opposite.

Having a financial plan actually gives you clarity. Like making a big purchase and not lying awake wondering if you made a mistake. Like making decisions from a place of intention instead of just reacting to whatever's in front of you.

It doesn't give you rules, just relief.

What would financial clarity change for you? 👇🏼

05/11/2026

The business owner who looks like they have it together but has never connected their business and personal finances. The woman rebuilding after a life change, Googling financial questions at midnight because she doesn't know who to ask. The adult child suddenly responsible for their parents' finances and figuring it out in real time.

Nobody talks about how overwhelming money actually feels when life gets complicated.

It doesn't mean you're bad with money. It means you're human and you're dealing with a lot.

Which one of these felt a little too familiar? 👇

05/08/2026

It's one of the hardest financial situations I see and one of the most common.

An adult child suddenly responsible for a parent's finances with no plan, no warning, and no time to figure it out. Just decisions that can't wait and a pile of paperwork nobody knew existed.

The pressure of that moment is something most people don't talk about because it sits right at the line of love, grief, and overwhelming responsibility all at once.

You can't always predict when this happens, but you can make it easier for them and for yourself by having the conversation before you need to.

05/06/2026

Nobody going through a major life change has ever told me their problem was that they needed a better budget.

What they actually need is someone to help them think through what's urgent, what can wait, and what they didn't even know they needed to consider.

That's a very different kind of help. And it's exactly why I work with the clients I do.

If you're navigating a divorce, a loss, or a major life shift, your finances need attention. But not the kind most people think.

Let's figure out where to start.

05/04/2026

When your financial life changes overnight, knowing where to start is half the battle.

1️⃣ Update your beneficiaries: this one is urgent and can't wait
2️⃣ Open accounts in your own name: you need your own foundation
3️⃣ Get clear on your monthly number: what does your life actually cost right now?
4️⃣ Review your insurance: health, life, everything
5️⃣ Find someone who specializes in transitions: not just any financial advisor, someone who already understands what you're going through

You don't have to do all of this at once. You just have to start somewhere.

Save this for when you're ready.

04/27/2026

Your 30s are the decade that determines everything. Here's what to actually prioritize.

✔️ Max out your employer 401k match
✔️ Build a 6 month emergency fund
✔️ Start investing outside your 401k
✔️ Stop lifestyle creeping every time your income goes up

Save this and start with number one. 📌

04/25/2026

Most people don't have a money problem. They have a plan problem.

The income is there. The intention is there. But without a clear structure for where money should actually go... it just goes. And years pass before anyone stops to look at the full picture.

That's usually when I come in. And that's usually when things change.

If you've been earning well and still feel like you have nothing to show for it, you're not doing it wrong. You just haven't had the right support yet.

That's exactly what I'm here for.

04/15/2026

A lot of people hit pause on financial planning because life feels uncertain. The markets feel unpredictable, schedules are packed, and it never feels like the right moment.

But waiting rarely puts you in a stronger position.

Real progress happens when you start with what you have today and build consistent habits over time. Small steps create far more stability than waiting for the perfect moment that never really comes.

If you are ready to stop waiting, I am here to help you take that first step with confidence.

Link in bio to start creating your personalized financial plan.

04/13/2026

Working with a financial advisor should feel supportive and personal. It's about having a reliable partner who understands your goals and your real day to day life.

Financial planning becomes much easier when someone helps simplify the numbers and gives you clear steps forward.

My goal is to help you feel confident about your path so you can stay focused on the lifestyle you have worked so hard to build.

If you want guidance that feels modern, collaborative, and stress free, I am here to help.

Tap the link in our bio to see how we do things differently.

Money isn’t one long, linear strategy.✨ Your 20s are about acceleration.✨ Your 30s are about optimization.✨ Your 40s are...
04/06/2026

Money isn’t one long, linear strategy.

✨ Your 20s are about acceleration.
✨ Your 30s are about optimization.
✨ Your 40s are about protection and precision.

The goal isn’t to do everything at once.
It’s to focus on what matters most right now.

Address

14362 North Frank Lloyd Wright Boulevard , Suite 1390
Scottsdale, AZ
85260

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+14808898971

Website

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