David M. Eldridge, CRPC®
Wealth Advisor
David Michael Eldridge brings over 15 years of experience to his role as a Wealth Advisor at Fullerton Financial Planning. Specializing in retirement planning, tax strategies, estate planning, and charitable giving, David has dedicated his career to helping clients prepare for a financially stable future. His journey in financial planning began in childhood, fueled by a natural curiosity about finances and a desire to serve others. Recognizing that financial literacy was not commonly taught at home or in schools, David saw an opportunity to empower individuals by providing the guidance they need to navigate life’s financial complexities.
Throughout his career, David has had the privilege of working with a diverse range of clients, from retirees and families to corporate executives and professionals, including employees of Fortune 500 companies like Boeing and Ford. He chose to join Fullerton Financial because of its family-focused environment, deep commitment to community, and dedication to comprehensive, client-centered service.
When he’s not working, David enjoys giving back to the community and values the collaborative, mission-driven culture at Fullerton Financial that allows him to make a meaningful impact on his clients’ lives.
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 more than 2,000 Arizona households — and growing
- 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.
