Meet the Team

HERE TO HELP YOU

The Fullerton Team


Stephanie and Steve Fullerton founded Fullerton Financial Planning to make a difference in the lives of others, helping clients realize the financial futures they deserve. The two have poured their hearts into their business and their team, all of whom seek to create those same strong relationships with clients.

Stephanie Fullerton President of Fullerton Financial Planning

Stephanie Fullerton

President and Co-Founder, Investment Advisor Representative


Investment Advisor Representative and Licensed and Insured Professional, Stephanie Fullerton is focused on using strategic retirement income planning to assist retirees and pre-retirees across Arizona in preserving their retirement savings. Her goal is to build trust by two guiding principles: integrity and honesty.

"In retirement, I don't believe people should be risking their money," she says. "We share strategies to help protect what they have already earned and to generate retirement income."


Stephanie is heard weekly on the Fullerton Financial Hour radio show, airing on KTAR 92.3 FM. Stephanie and Steve also appear on their weekly television show, the Fullerton Financial Hour, on CBS Channel 5 and Fox 10. 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 Fullerton's and their children Alexandrea, Steve Jr. and Samantha; sons-in-law, Josh and Brendan; and grandchildren, enjoy snowboarding, skiing and spending time in the mountains. They are also involved in their local church and participate in charitable opportunities locally and internationally.

Steve Fullerton Investment Advisor Fullerton Financial Planning

Steve Fullerton

Co-Founder, Investment Advisor Representative


As Founder and President of Kingdom Financial Group LLC, an SEC Registered Investment Advisor and an Investment Advisor Representative, Steve helps clients prepare for one of the most important periods in their lives: retirement.

Steve works with retirees and pre-retirees to ascertain their unique needs and goals then helps clients create a strategy to achieve them.


Steve retired from Arizona law enforcement after 22 years of honorable service. He enjoys spending time with his family in the mountains, especially hunting and fishing. He has a heart for compassion and service and finds assisting the less fortunate locally and around the world a fulfilling, worthwhile pursuit.

Steve Fullerton Investment Advisor Fullerton Financial Planning

Josh Becker

Chief Operations Officer


Joshua is an accomplished professional with experience in mergers and acquisitions, consulting, and investment.


He has led successful acquisitions and overseen operations in multiple countries in Africa and the United States.



Additionally, he holds an MBA from Thunderbird School of Global Management, has extensive international experience, and resides in Phoenix with his family.

Advisors


  • Leadership


  • Steve Fullerton Jr. Senior Director Fullerton Financial Planning Arizona
  • Dianne Sackrider Director of Finance Fullerton Financial Planning Arizona
  • Client Services


    Marketing


    Finance


    Estate Planning


    First Impressions Concierge


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