Meet the professionals who can help you Pursue Your Goals


We help individuals and families pursue their ideal retirements.

 

Meet The Team

The team behind Fullerton Financial Planning is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

stephanie-fullerton

Stephanie Fullerton President & Co-Founder

Licensed insurance 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 following 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.”

Named one of Arizona’s top 100 businesswomen every year since 2007, Stephanie is heard weekly on the “Fullerton Financial Hour” radio show, airing on KFYI 550 AM and KTAR 92.3 FM. Stephanie and Steve also appear on their weekly television show, the “Fullerton Financial Hour,”  on CBS Channel 5. 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 Fullertons and their children, Alexandrea, Steve Jr. and Samantha; son-in-law, Josh; and grandchildren, Shiloh and Indy, enjoy snowboarding, skiing and spending time in the mountains. They also are involved in their local church and participate in charitable opportunities locally and internationally.

The way the Fullertons give back to others in need, and their ties to each other and to their community, seem to attract like-minded clients.

“I like to think that people do business with us because they know that, for us, it’s not about making one sale; it’s about building a relationship,” Stephanie says.

steve-fullerton

Steve Fullerton Co-Founder of Fullerton Financial Planning, Investment Advisor Representative & President of Kingdom Financial Group

Steve helps clients prepare for one of the most important periods in their lives: retirement. Steve works with retirees and pre-retirees to discover their unique needs and goals, then helps them create a strategy to achieve them.

Also the founder and president of Kingdom Financial Group LLC, a Registered Investment Adviser, Steve has passed the Series 7, 63 and 66 securities exams and holds life and health insurance licenses in Arizona.

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 also has traveled around the world to help those less fortunate and serves as an officer on his church board.

drew-mckaig

Drew McKaig Investment Advisor Representative

scott-preble

Scott R. Preble Chief Compliance Officer and Investment Advisor Representative

dianne-sackrider

Dianne Sackrider Director of Operations

steve-fullerton-jr

Steve Fullerton Jr. Assistant to Lead Advisor

matt-tobey

Matt Tobey Assistant Director of Operations

connie-whetstine

Connie Whetstine Assistant to Lead Advisor

terri-faust

Terri Faust Operations and Servicing Associate

mary-serwa

Mary Serwa Operations and Servicing Associate

renee-abott

Renee Abbott Events Coordinator

lorissa-kyle

Lorissa Kyle Marketing Coordinator

marylee-fullerton

Marylee Fullerton Administrative Assistant

joyce-abbott

Joyce Abbott Administrative Specialist

nicole-steffen

Nicole Steffen First Impressions Concierge

amy-lander

Amy Lander Operations and Servicing Associate

luke-abbott

Luke Abbott Operations and Servicing Associate

stephanie-macinnis

Stephanie 'Mac' MacInnis Scheduler

christina-eddie

Christina Eddie First Impressions Concierge

tyler-price

Tyler Price Stephanie's Assistant

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a event.

Or give us a call at (623) 974-0300