Nathan Jarman Certified Financial Planner TM

Nathan Jarman Certified Financial Planner TM At Financial Planning Consultants we focus on advising families and their children throughout their lives. Move your family towards financial wellness.

I will be the 4th generation to care for our clientele, many of whom are also 4th generation clients. While developing a customized financial program, we will walk you through a step-by-step process that can help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a so

und financial program utilizing the following products and services:

-Income tax planning
-Investment management
-Retirement savings strategies
-Estate conservation
-Insurance and annuity products
-Educational savings plans
-Income planning during retirement
-Budgeting
-Savings Strategies
-Debt/Credit Strategies

The financial consultants at Financial Planning Consultants are registered representatives with and Securities and Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA/SIPC, please refer to the "See contact info" section. 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. For a list of states in which we are registered to do business, please visit www.fpconsultantsinc.com

Is it possible to avoid a loss? Not entirely, but you can take steps to manage risk. Learn more here.
06/02/2026

Is it possible to avoid a loss? Not entirely, but you can take steps to manage risk. Learn more here.

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

Don’t be afraid of the cyber desperadoes. Learn how your data can be covered by cyber liability insurance in this fun vi...
05/29/2026

Don’t be afraid of the cyber desperadoes. Learn how your data can be covered by cyber liability insurance in this fun video.

Learn about cyber liability insurance in this entertaining video.

You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:
05/26/2026

You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.

Find out whether you are insurable before implementing a strategy using life insurance.
05/22/2026

Find out whether you are insurable before implementing a strategy using life insurance.

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Building a personal legacy may be the highest order of altruism. It can begin with four simple steps.
05/19/2026

Building a personal legacy may be the highest order of altruism. It can begin with four simple steps.

A four-step framework for building a personal legacy.

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
05/15/2026

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?

Is your estate in order? This short quiz may help you assess your overall strategy.

The average retirement lasts for 18 years. Are you prepared to fill that many days?
05/12/2026

The average retirement lasts for 18 years. Are you prepared to fill that many days?

The average retirement lasts for 18 years. What will you do with your days?

Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test?
05/08/2026

Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test?

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitic...
05/08/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Monthly Market Insights | May 2026 U.S. and Canadian Markets Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results. The Nasdaq Composite rose an eye-catching 15.29 percent, wh...

Half of execs believe their skills will be obsolete in two years. The chair of the SEC thinks AI will spark a financial ...
05/05/2026

Half of execs believe their skills will be obsolete in two years. The chair of the SEC thinks AI will spark a financial crisis. What does such concern or uncertainty mean for your future and your financial strategy?

What do concerns or uncertainty about AI mean for your future and your financial strategy?

Address

1450 Frazee Road STE. 308
San Diego, CA
92108

Opening Hours

Monday 7:30am - 5pm
Tuesday 7:30am - 5pm
Wednesday 7:30am - 5pm
Thursday 7:30am - 5pm
Friday 7:30am - 5pm

Telephone

+16192917974

Website

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