Celebrating 20 Years of Excellence in Financial Planning
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Looking Ahead
The future is bright. We’re expanding our services to include cutting-edge digital tools that make managing your finances easier than ever. Our team is committed to staying ahead of industry trends, ensuring you have access to the latest strategies and products tailored to your unique needs.
As we embrace new technologies, we remain dedicated to the personalized touch that has defined our approach for two decades. Whether it’s through virtual consultations, enhanced educational resources, or innovative investment solutions, we’re here to help you navigate the complexities of financial planning with confidence.
Looking ahead, we’re also prioritizing sustainable and socially responsible investing options. We believe in creating a future that benefits not only our clients but the world around us. Thank you for being part of our journey—we’re excited to continue building a legacy of excellence together.
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Book Your Appointment Today
Schedule a free consultation with our experts at Fullerton Financial Planning today.
Fullerton Financial Through the Years
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Where It All Began: Stephanie’s Mission to Serve Her Community
From the start, Stephanie recognized a gap in the market for clear, accessible financial advice—particularly for retirees. After 15 years as a women’s pastor, her passion for helping others led her to embark on a new venture to empower her community with the knowledge to secure their financial futures. This marked the beginning of what would eventually become Fullerton Financial Planning.
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Stephanie launches her new company, Financial Planning for Seniors Inc.
In 2005, Stephanie launched her new business, Financial Planning for Seniors Inc., and began holding seminars designed to equip retirees with the knowledge needed for a secure future. As she sought to grow her business, she went the extra mile—literally—by meeting with clients in their homes, traveling as far as Prescott and Mesa. Through these personal consultations, she provided her clients with the tools necessary to ensure their financial needs were met throughout retirement. It wasn’t long before she knew this was her true purpose—guiding others toward lasting financial security so they could enjoy the retirement they always dreamed of.
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Steve Partners with Stephanie to Open an Insurance Firm
While Stephanie's client base grew, Steve Fullerton was completing a distinguished 20-year career in law enforcement. After retiring from the force, Steve wanted to partner with Stephanie in furthering her mission. To support her growing business, he cashed out his IRA, and together, they opened an insurance firm in Sun City, marking the start of their joint venture into financial services.
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Steve and Stephanie Expand Their Services with Kingdom Financial Group
In 2010, Steve and Stephanie launched Kingdom Financial Group, a Registered Investment Advisor. This new venture enabled them to broaden their range of services, offering more options and advanced planning tools to better serve their clients' diverse financial needs. As their reputation grew, so did their client base. By 2012, their rapid expansion prompted a move to a larger office to accommodate their growing team.
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A Permanent Homebase is Built in Peoria
By 2015, the continued growth of the business exceeded their office capacity once again. To accommodate their expanding team and better serve their clients, Stephanie and Steve decided to build a new office in Peoria, establishing a more permanent home for Kingdom Financial Group.
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Introducing Fullerton Financial Planning
With over 1,000 clients and $100M in assets under management, Stephanie and Steve rebranded their business, officially unveiling it as “Fullerton Financial Planning” in 2016. The new name signified their ability to offer a comprehensive range of financial services, reflecting their growth and commitment to serving a wider audience both within their community and beyond.
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Expanding Outreach and Opening a Second Office
In the years following their rebrand, Steve and Stephanie’s business continued to thrive. In 2017, they debuted the Fullerton Financial Hour, offering local TV audiences free, actionable financial advice. By 2019, to better serve their growing client base in the East Valley, they opened a second office in Tempe, Arizona, expanding their reach to both current and future clients.
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Milestones and Continued Growth
By 2021, Fullerton Financial reached a significant milestone, welcoming its 2,000th client. Today, Steve and Stephanie lead a team of nearly 40 financial professionals and are in the process of building a third office in North Scottsdale to further support their expanding client base.
Client Success Stories
Discover how we’ve helped individuals and families plan for retirement, manage investments, and navigate life’s financial challenges.
"Fullerton is like 'Cheers', minus the bar scene. I walk in and everybody knows my name. .......Makes me feel belonged"Porter F.
"Every person I have dealt with has impeccable customer service skills and is always available to help me with whatever I need. They make it obvious that this business operates like a large family where every employee has great respect and rapport with each other. They make me feel as if I am also in the Fullerton Financial family."Gail P.
"The attention to detail, the knowledge base of the team, and the continued open lines of communication all exceeded my expectations. I know that I made the right decision to bring my business to Fullerton Financial Planning."Fanchon E.
Our MissionCommunity Impact
Giving back is part of who we are. From supporting local charities to organizing financial literacy workshops, we’re proud to make a difference in our community.
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Book Your Appointment Today
Schedule a free consultation with our experts at Fullerton Financial Planning today.