Jacob Adams
Lead Advisor
Jacob Adams is a Lead Financial Advisor who is deeply committed to helping individuals and families feel confident, prepared, and informed about their financial future—especially in retirement. His passion for this work is rooted in personal experience. After the loss of his grandfather, Jacob sat down with his grandmother to review her finances and ensure she would be financially secure for the rest of her life. While she was blessed by thoughtful planning already in place, the experience left a lasting impression. Jacob saw firsthand how overwhelming retirement can feel without guidance—and he knew no one should spend a lifetime working only to feel uncertain in their later years.
He holds a Bachelor of Science in Exercise Science with a minor in Russian, as well as an MBA with an emphasis in Finance. Jacob has held his Series 7, 63, and 66 licenses and brings a strong analytical foundation to his work, paired with an approachable, relationship-driven style.
Jacob’s philosophy is centered on clarity and confidence. His goal is to clearly explain the planning process, walk clients through their options, and ensure they truly understand what their future looks like. He believes that peace of mind comes from knowing where you stand and having a plan you can trust—regardless of asset size.
At Fullerton Financial, Jacob values the strong culture of collaboration, shared goals, and a clear roadmap for success. He believes that alignment within the team leads to better outcomes for clients, and he’s proud to be part of a firm that prioritizes both excellence and relationships.
Outside of work, Jacob enjoys spending time with family, hunting, fishing, western horseback riding, boating, and playing basketball. As one of seven siblings, relationships have always been central to his life—and that same connection-driven mindset carries into his work with clients. He’s also actively involved in his church and helps plan quarterly events through his neighborhood events committee.
For Jacob, financial advising is about people first. By building genuine relationships and truly understanding what matters most to his clients, he helps them move forward with confidence—knowing their retirement plan is built to support the life they’ve worked so hard to create.
Experience You Can Trust
Retirement is too important to trust to a generalist. That’s why for over 20 years, Fullerton Financial Planning has focused exclusively on helping people transition from work to retirement — and thrive throughout it. We’re not trying to be everything to everyone. We’re built to help you do one thing incredibly well: Turn your life savings into reliable income and lasting financial confidence.
Why Families Across Arizona Trust Fullerton
- Over 20 years helping Arizona retirees create income that lasts
- Trusted by thousands of Arizona households
- Independent, fiduciary-based advice — no quotas, no product push
- Certified Financial Planner™ (CFP®) professionals on staff
- Regularly featured on ABC15, MoneyRadio, and financial education outlets
- Local, in-person service — no national call centers or rotating advisor teams
- Planning approach integrates investments, income, tax, Medicare, and legacy goals
- Collaborative relationships with CPAs, estate attorneys, and insurance professionals
- Focused on education-first guidance, not sales pitches or one-size-fits-all plans
- Supported by a dedicated client service team with a reputation for proactive care
“I was nervous about retiring — but they helped me see the whole picture and gave me confidence to move forward.”
— Mary J., Scottsdale
“They made a complicated plan feel simple. I wish we’d come here five years earlier.”
— Brian & Sandra T., Mesa
“They treated me like a person, not a portfolio. I never felt pressured — just supported.”
— Teresa D., Chandler
“Our old advisor never talked about income or taxes — this team gave us a plan we could actually live on.”
— Kevin M., Sun City
The Fullerton Family
Standing Strong For Clients.
Stepping Up For the Community.
