About Fullerton

Helping Arizona families retire with confidence.

For over 20 years, we've helped people plan smarter, live freer, and retire on their terms, with guidance rooted in service, community, and a commitment to your best interest.

Our history & mission

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.

Rooted in the desire to serve through responsible financial stewardship, we've grown from a small consulting firm into a financial organization helping individuals and families across Arizona, empowering clients to make informed decisions for their futures, and impacting not only their lives but the lives of future generations.

We believe in cultivating a lifelong partnership built on trust, understanding, and personalized care. To us, financial planning is more than managing money. It's about building a secure and fulfilling future for you and your family.

Our story

20+ Yearshelping Arizona families retire with confidence.

From a one-person mission in 2003 to three Valley offices today: the milestones that built Fullerton Financial Planning.

2003

Where it all began

After 15 years as a women's pastor, Stephanie sees a gap in accessible retirement guidance, and sets out to serve her community.

2005

Financial Planning for Seniors, Inc.

Stephanie launches the business, running seminars and meeting clients in their homes, driving as far as Prescott and Mesa.

2008

Steve joins the mission

After a 20-year law-enforcement career, Steve partners with Stephanie to open an insurance firm in Sun City.

2010

Kingdom Financial Group

The couple launch a Registered Investment Advisor, broadening their planning capabilities; growth forces a larger office by 2012.

2004Founded by Steve & Stephanie Fullerton
20+ yrsHelping Arizona retirees
10Advisors across 3 AZ offices
CFP®Professionals on staff

The Fullerton family

Standing strong for clients. Stepping up for the community.

Retirement is too important to trust to a generalist. For over 20 years we've focused exclusively on helping people transition from work to retirement and thrive throughout it. We're built to do one thing incredibly well: helping you turn your life savings into reliable income and lasting financial confidence.

Investment advisers are held to the fiduciary standard of care. Investment advice in your best interest, always.
Focused. Retirement is all we do, every day.
Local. Real people in Arizona, here for the long run.

Why families across Arizona trust Fullerton

Built to help you do one thing, incredibly well.

Independent investment advice. Through Kingdom Financial Group: guidance in your best interest.
CFP® professionals on staff. Certified Financial Planner® professionals on your side.
Local, in-person service. No national call centers or rotating advisor teams.
Truly integrated planning. Investments, income, tax, Medicare, and legacy in one plan.
Education first. Clear guidance, not sales pitches or one-size-fits-all plans.
Featured across Arizona media. ABC15, Money Radio, and financial education outlets.
A connected team of professionals. Collaborations with CPAs, estate attorneys, and insurance pros.
Proactive client care. A dedicated service team known for staying ahead of your needs.

Proud to give back to our Arizona community

Ready to retire on your terms?

Schedule your complimentary retirement review.

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