Matthew Zuccaro, MS, CFP®, CWS®
Investment Advisor Representative High Net Worth Specialist
Matthew Zuccaro’s journey in financial planning and wealth management is not only a professional pursuit but a personal calling. From a young age, growing up in Scottsdale, Arizona, Matt experienced firsthand the importance of sound financial guidance when he had to take on the role of Trustee for his family after his mother’s passing. This pivotal moment sparked his passion to become the reliable and trusted financial advisor that others need in their times of uncertainty. Today, Matt dedicates his career to helping clients navigate life’s financial challenges with empathy, expertise, and personalized care.
Before joining Fullerton Financial Planning, Matt spent over 24 years as a Senior Wealth Manager at Charles Schwab’s Wealth Advisory, where he led one of their largest practices. In this role, he managed a team of specialists and collaborated closely with experts in areas such as fixed income, equity options, estate planning, retirement plans, and executive compensation. His deep experience allows him to offer clients a holistic and customized approach that encompasses Retirement Planning, Tax Planning, Investment Planning, Charitable Giving, Insurance Planning, Risk Management, Business Succession, and Estate Planning.
Outside of work, Matt enjoys spending time with his wife of 15 years, Shawn, and their twins, Dominic and Luna. Together, the family loves traveling, hiking, trying out new restaurants, and bonding over family game nights. Matt’s commitment to his family mirrors the dedication he brings to his clients, ensuring that each receives personalized, tailored guidance to achieve their financial goals.
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.
