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Phone: (623) 974-0300 / info@fullertonfp.com / Location

Stephanie Fullerton

Founder & Financial Professional

Stephanie Fullerton, a licensed insurance professional is the founder of Fullerton Financial Planning, an income planning and management firm based in Northwest Valley of the Phoenix Metropolitan area, serving clients throughout the state. She focuses on strategic retirement income planning to assist her clients across Arizona in preserving their retirement savings. Her goal is to build trust by following two guiding principles: integrity and honesty.

One way Stephanie helps clients to safeguard their retirement assets is by hosting informative seminars.

“In retirement, I don’t believe people should be risking their money,” she says. “We share with them strategies to help protect what they have already earned and the importance of creating a strategy for generating retirement income. My greatest satisfaction is knowing that my clients can have a greater sense of confidence because they have a retirement income strategy suitable for their needs.”

Fullerton with President BushFor Stephanie, this business is a family affair. Her husband, Steve, a retired sergeant with the Phoenix Police Department, works alongside her as an investment adviser. Together, they service their clients through the use of a variety of financial products.

Named one of Arizona’s top 100 businesswomen every year since 2007, Stephanie is heard weekly on the “Fullerton Financial Hour” radio show, airing on KFYI 550 AM and KTAR 92.3 FM. Stephanie and Steve also appear on their weekly television show, the “Fullerton Financial Hour,”  on CBS Channel 5. In addition, Stephanie is the author of the recent book “Living a Happy, Healthy, and Inspired Retirement: Your Definitive Financial Guide.”

Stephanie says her clients are like a second family to her. She enjoys working not only with the retirees and pre-retirees she serves, but also looks forward to working with their extended families.

The Fullertons and their children, Alexandrea, Steve Jr., Samantha, son-in-law Josh and grandchildren, Shiloh and Indy, enjoy snowboarding, skiing and spending time in the mountains. They also are involved in their local church and participate in charitable opportunities locally and internationally.

The way the Fullertons give back to others in need, and their ties to each other and to their community, seem to attract like-minded clients.

“I like to think that people do business with us because they know that, for us, it’s not about making one sale; it’s about building a relationship,” Stephanie says.

To schedule a time to discuss your financial future, contact us at info@fullertonfp.com or call us at (623) 974-0300 today!

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Stephanie Fullerton

Fullerton Financial Planning was established by Stephanie Fullerton, a native of Delaware, and resident of Phoenix for 37 years. She set out determined to help retirees preserve their nest egg and meet their financial goals for retirement.
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Our Specialities
» Retirement Planning
» Wealth Accumulation
» Annuities
» Life Insurance
» IRA & 401(k) Rollovers
» Medicare
Giving Back
» The whole Fullerton Financial Planning team is dedicated to helping the needy in our communities and around the world.

Stephanie and Steve Fullerton, along with their staff, focus on helping individuals create retirement strategies using a variety of financial products to custom suit their needs and objectives. Stephanie Fullerton is a licensed insurance professional with Fullerton Financial Planning. Steve Fullerton is an Investment Adviser Representative with Kingdom Financial Group. Insurance products and services offered through Fullerton Financial Planning. Investment Advisory Services offered through Kingdom Financial Group, LLC, an Arizona registered investment advisor.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.