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.

09/01/2026

The right people need to be in the right roles and your parents need to make those decisions intentionally, not by default.

Have you had this conversation with your family yet?

08/28/2026

Most financial advice assumes you have a steady paycheck, a simple tax situation, and a life that isn't complicated by transition, family responsibility, or business ownership.

Most people's lives don't look like that.

And yet the industry keeps handing out the same generic playbook: max your 401k, build an emergency fund, diversify your portfolio without accounting for the actual circumstances of the person sitting across the table.

You need someone who already understands what you're navigating.

08/25/2026

Ready is a feeling that never quite arrives when your life has just been turned upside down.

The women who come out the other side in the strongest financial position aren't the ones who waited until they felt ready. They're the ones who started anyway.

Send me a message and let's figure out what that looks like for you.

08/21/2026

A financial advisor who only looks at your investment portfolio is only seeing a fraction of your financial life.

What's happening at home, what transitions you're navigating, what decisions are keeping you up at night, those things don't show up in a spreadsheet. But they change everything.

If you've ever left a financial meeting feeling like something was missing... it probably was.

08/20/2026

Inherited retirement accounts come with required minimum distributions and the rules changed significantly in recent years. It’s important to stay up to date with the rules and changes, the IRS penalty can be significant.

Without a plan, your inheritance can disappear faster than anyone expects, most people can't account for where it went within two years. Before you do anything with an inherited asset, get clarity on what you actually have and what your options are.

That's exactly the conversation I help families have. Head to the link in my bio.

08/13/2026

Building a successful business and building personal financial security are two completely different things. Most business owners are doing one and not the other.

Not because they don't care. Because the business always feels more urgent.

Until it isn't.

If this hit a little too close, send me a message and let's talk!

08/11/2026

That's what clarity actually feels like.

Not knowing everything. Not having a perfect plan. Just having enough information, the right support, and the confidence to move forward without the spiral.

That's what I help people get to.

08/04/2026

There is a specific kind of overwhelm that hits when you realize you have been a passenger in your own financial life.

Maybe it happened after a divorce. Maybe after a loss. Maybe you just woke up one day and realized you had no idea what you actually owned, what you owed, or what your future looked like on your own.

That moment is more common than anyone talks about. And it is exactly where I do my best work.

07/30/2026

The three things that actually happen when someone dies without a will:

1️⃣ The estate goes through probate, a court process that is public, slow, and expensive.
2️⃣ State law decides who inherits what. Not your parent’s wishes. Whatever the state says, that’s what applies.
3️⃣ Family conflict becomes far more likely. When there’s no documented plan, disagreements fill the gap.

A will is one of the kindest things someone can leave behind.

Have you had this conversation with your parents yet?

07/28/2026

Guilty of one of these?

The good news, an actual plan is simpler than most people think. It just requires someone to help you build one.

Head to the link in my bio to get started!

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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