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(619) 291-7974

 

Team

At Financial Planning Consultants, we are a team of experienced professionals with a shared commitment to providing the highest level of service. Based in Mission Valley, we work with clients locally in San Diego, as well as across the country.

Meet our team:

 
Douglas Jarman, a financial planning professional with over 35 years of experience, has a history of service by placing his client’s needs first. He specializes in providing clients retirement planning, education planning, tax...

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Thad Pugmire serves as both president and secretary of Financial Planning Consultants, a Registered Investment Advisor serving the financial planning and investment needs of clients since 1973. Thad earned the CERTIFIED FINANCIAL...

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Nathan D. Jarman

Associate Financial Advisor

(619) 291-7974 ext. 16

(619) 291-3752

Nathan Jarman is an Associate Planner at Financial Planning Consultants. He works with clients to advise and recommend a broad range of investment and insurance services. He holds a degree in Applied Economics and a minor in Personal...

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Joel H. Everett

Associate Financial Advisor

(619) 291-7974 ext. 17

(619) 291-3752

As an Associate Financial Advisor, Joel H. Everett helps his clients design and implement comprehensive financial plans. Since joining Financial Planning Consultants in 2015, Joel has worked alongside senior financial advisor Thad...

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Karen Nielsen is the Office Manager with Financial Planning Consultants. A member of the team for more than 20 years, she keeps the office running smoothly on a daily basis. Adding to her toolkit of skills, she has been a Notary Public...

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Melanie Parker is the Administrative Assistant with Financial Planning Consultants with an extensive background in customer service. Along with assisting clients in scheduling reviews and managing their accounts, she is the...

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