Print Posted on 09/06/2017 in Financial Planning

Fullerton Financial Planning: Where Your Retirement Dreams Begin

Fullerton Financial Planning: Where Your Retirement Dreams Begin

At Fullerton Financial Planning, it’s not just about building wealth—it’s about building relationships.

“We’re passionate about doing what’s right because our clients depend upon their investments for retirement,” says company founder Stephanie Fullerton.

Indeed, the passion to provide honest, dependable service is the very foundation upon which Stephanie built Fullerton Financial Planning.

"Integrity is About Doing What's Right, Even When No One's Looking."

“When I witnessed my own aunt fall prey to high-pressure sales tactics because she felt intimated by her advisor, that was my ‘a-ha’ moment,” Stephanie says. “We never pressure our clients to make decisions.

“We take the time to get to know each individual or family we serve and we provide them with the best possible options to meet their retirement or wealth management goals.

“And, above all, we don’t just hope for the best,” Stephanie says. “We plan for everything that life may bring.”

Focused on Family

Stephanie founded Fullerton Financial Planning in 2004 with the help of only one employee: her mom. Together, they provided client service with a family-focused approach. Now, that legacy continues.

“Our business grew very quickly because we genuinely care about our clients,” Stephanie says. “We have over 20 employees now, but we still maintain our ‘mom and pop’ family approach. My husband and I run the company together and my mom still answers the phone!”

It’s an approach that works; over the years, Stephanie has garnered numerous awards and accolades, including being named one of the nation’s top five independent financial advisors by Senior Market Advisor magazine in 2011. 

Stephanie has also been named one of Arizona’s top 100 businesswomen every year since 2007. She recently published a book titled “Living a Happy, Healthy and Inspired Retirement” and she hosts a radio show, “The Fullerton Financial Hour,” Sundays on KTAR from noon to 1 PM and on KFYI from 1 to 2 PM. In January, Stephanie began hosting a half-hour Sunday morning television program on Channel 5 and she frequently appears on Channel 12’s “Arizona Midday” show.

Fullerton Financial is committed to helping you make informed decisions about your financial future. Call 1-800-696-8083 to register for an upcoming informational seminar on wealth management and retirement income strategies or schedule a one-on-one, no-obligation meeting to learn more.

As Seen in Kiplinger's Personal Finance

Fullerton Financial Planning

14155 N. 83rd Ave., Suite 144

Peoria, AZ 85381

(623) 974-0300 |

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