About Fullerton
)
Financial Planning Rooted in Service and Community
At Fullerton Financial, community has always been at the heart of everything we do. Since our founding in 2004, Steve and Stephanie Fullerton have built a company that reflects their deep passion for helping others achieve financial well-being. With a foundation rooted in the desire to serve our community through responsible financial stewardship, we’ve grown from a small consulting firm into a financial organization helping individuals and families across Arizona.
By providing clear financial guidance and empowering our clients to make informed decisions for their futures, we believe we can impact not only their lives but also the lives of future generations.
Fullerton Financial Through the Years
)
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.
)
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.
)
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.
)
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.
)
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.
)
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.
)
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.
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.
Our MissionHelping You Pursue Your Goals
We Offer a Comprehensive Retirement Planning Solution That Aims to Go Beyond Traditional Approaches
We believe in cultivating a lifelong partnership with you built on trust, understanding, and personalized care to help you achieve the retirement of your dreams. To us, financial planning is more than just managing money—it's about building a secure and fulfilling future for you and your family. Our commitment to your financial well-being goes beyond traditional approaches, offering a comprehensive and holistic path aiming to help you achieve your retirement goals.
)
The Key Benefits of Working with Fullerton Financial:
)
Relationship Building
At Fullerton, we don’t just manage finances—we build lasting relationships with our clients. We take the time to understand your aspirations, concerns, and values, allowing us to create a personalized plan that reflects your unique financial journey. Our goal is to be your trusted partner throughout this process to ensure you feel supported as you pursue the retirement you’ve always envisioned.
Personalized Planning
No two retirements are the same, which is why we tailor our approach to meet your individual needs. At Fullerton Financial, your retirement plan is built around your specific goals, preferences, and financial circumstances. We take your dreams into account and craft a strategy that works for you.
A Holistic Approach
We believe in taking a comprehensive view of your financial well-being. At Fullerton, we don’t just focus on the numbers—we look at your entire lifestyle, family dynamics, and long-term goals. This holistic approach ensures that every aspect of your retirement is thoughtfully planned and executed, aiming to give you peace of mind and confidence for the future.