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.
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...
Doug serves as Portfolio Specialist responsible for market research and investment analysis. He monitors investment accounts and handles trading in relation to account maintenance.
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...
