Broker Check
Jessica Catalan, AWMA® Financial Advisor

Jessica Catalan, AWMA® Financial Advisor

Financial 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®), Jessica is committed to helping her clients pursue their financial goals through the financial planning process. She enjoys creating customized financial plans for the families and business owners she works with in California and Arizona. Recently, she has been recognized for her work as a financial advisor:

  • MDRT, 2017. MDRT is an independent membership association of insurance and financial services professionals. Membership is based on annual sales production requirements and other factors. (Advisor Name) qualified for the MDRT in (Year or Years). For more information regarding membership requirements, please visit www.mdrt.org.
  • Financial Planning Award, 2016.*
  • Circle of Champions at Waddell and Reed, 2016 and 2017.*

Jessica grew up in the San Francisco Bay Area and now lives in Scottsdale, AZ. She values making a difference in the community and is involved in several organizations: Burlingame Chamber of Commerce, Peninsula Power Partners, Peninsula Referral Group, Junior League of San Francisco, and Past President of Peninsula Connections. Jessica loves spicy food and is a lifelong Giants fan. When not spending time with her family, friends, and her Miniature Pinscher, Louie, she enjoys traveling, hiking, cooking, and yoga.

 

*The awards are presented annually by the firm and are based on an analysis of investments, insurance and financial planning sales generated by the advisor.  For more information regarding the awards and dates received, please contact the advisor.

Waddell & Reed is not affiliated with any other entities referenced herein.  07/18