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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:

 

Joel Everett is a CERTIFIED FINANCIAL PLANNER™ professional and LPL Financial Advisor at Financial Planning Consultants. Joel also holds the Chartered Financial Consultant designation.

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Nathan Jarman is a CERTIFIED FINANCIAL PLANNER™ professional and LPL Financial Advisor at Financial Planning Consultants. He works with clients to advise and recommend a broad range of investment and insurance services. He holds...

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Douglas Jarman, has been a financial planning professional for over the last 43 years. He has as a history of service by placing his client’s needs first. He specialized in providing clients retirement planning, education...

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After a career of over forty years, Thad Pugmire retired in 2023 to spend more time with his wife Judy, their children, and their many grandchildren. Prior to his retirement, he served as President of Financial Planning Consultants.

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Cory is a CERTIFIED FINANCIAL PLANNER™ and an LPL Financial Advisor at Financial Planning Consultants. He brings with him over 15 years of experience in the financial services field.

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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 Client Relations Manager 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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