Joshua Becker
Chief Operation Officer
Joshua Becker brings a passion for entrepreneurship and small business to his role as Chief Operations Officer at Fullerton Financial. Before joining the company, Joshua served as the Director of Mergers and Acquisitions for a publicly traded, national specialty retailer, where he worked alongside small business owners across the country to prepare their companies for successful transitions.
Growing up in Africa as the son of U.S. missionaries, Joshua spent his childhood in Kenya and Zambia, experiences that have shaped his global perspective. His professional journey began in private wealth management in Phoenix, AZ, before he launched his own firm in 2012.
Today, Joshua serves as a Director for several companies, organizations, and startups both in Phoenix and Africa. He also sits on the Board of Trustees for Northrise University, the first private university in Zambia. His insights on entrepreneurship and investment policy have been featured in publications such as Entrepreneur Magazine, CNBC Africa, Africa Insider, and Oxford. In recognition of his achievements, Joshua was named to the Phoenix Business Journal’s 40 Under 40 Class of 2020.
Joshua holds an MBA from Thunderbird School of Global Management and is Series 65 securities licensed. His global adventures have taken him to 43 countries, and he speaks four languages. When he’s not scuba diving or traveling, he enjoys spending time in Phoenix with his wife Alex and their four children.
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.
