The Fullerton Team

Stephanie and Steve Fullerton founded Fullerton Financial Planning to make a difference in the lives of others, helping clients realize the financial futures they deserve. The two have poured their hearts into their business and their team, all of whom seek to create those same strong relationships with clients.

Stephanie Fullerton

President and Co-Founder, Investment Advisor Representative

Steve Fullerton Sr.

Co-Founder, Investment Advisor Representative

Dallas Fox

Investment Advisor Representative

Ryan Heck

Wealth Advisor

Tyler Price

Investment Advisor Representative

Zach Tobey

Investment Advisor Representative

Leslie Winchester

Wealth Advisor

Matthew Zuccaro, MS, CFP®, CWS®

Investment Advisor Representative High Net Worth Specialist