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Stephanie Fullerton
Stephanie Fullerton's passion for helping others has been the driving force behind her career and the foundation of Fullerton Financial Planning, which she co-founded alongside her husband, Steve, in 2004. Motivated by a life-changing event that underscored the importance of family, community, and financial security, Stephanie pivoted from being a stay-at-home mom and church ministry leader to becoming an advocate for retirees and pre-retirees across Arizona.
"In retirement, I don't believe people should be risking their money. We share strategies to help protect what they have already earned and to generate retirement income."
What began as a personal journey to support her husband and provide for their family blossomed into an experienced financial services firm dedicated to protecting and preserving the hard-earned wealth of its clients. Stephanie quickly recognized a need in her community, seeing firsthand how retirees were often led astray by financial advisors who didn’t have their best interests at heart. Determined to change that, she founded Fullerton Financial on the principles of integrity and trust, with a mission to guide clients toward financial security in retirement.
Stephanie is not only a hands-on financial advisor but also a thought leader in the field. She shares her expertise weekly on the Fullerton Financial Hour radio show, aired on KFYI 550 AM, and the corresponding television program on CBS Channel 5 and NBC Channel 12. Her approachable style and experience have made her a respected voice in retirement planning. In addition, Stephanie and Steve recently co-authored their latest book, Financial Literacy in Retirement: An Insider’s Guide to Living Well, Investing Wisely, and Making Your Money LAST, further cementing their role as experienced guides for those navigating retirement.
At the core of Stephanie’s work is a desire to build long-lasting relationships. She takes the time to get to know her clients, learning about their dreams, values, and goals to create customized financial plans that reflect their unique needs. Her goal is to provide not only sound financial advice but also peace of mind, ensuring that her clients can enjoy their retirement knowing they’re in capable hands.
Outside the office, Stephanie remains deeply involved in her community. She participates in local charitable efforts and continues her lifelong commitment to service through her church. Together with Steve, their children, and grandchildren, she enjoys spending time laughing, playing games, and making memories—values that guide her in her professional and personal life.
Media Disclosure
Any media logos are the property of their respective owners and not an endorsement by Fullerton Financial Planning. Some media appearances are paid placements.