Steve Fullerton Sr.

Co-Founder, Investment Advisor Representative

After a distinguished 22-year career in Arizona law enforcement, Steve Fullerton took a pivotal turn towards financial stewardship, co-founding Fullerton Financial Planning with his wife, Stephanie. This transition was spurred by a deeply personal event that reshaped their family's future and ignited a shared commitment to aiding others in securing their financial well-being.

On the morning of Christmas Day 2004, after Steve was called back to work following a night on duty, the Fullertons faced a harrowing accident that left their young son critically injured. This moment of crisis brought clarity for Steve and Stephanie, highlighting the precarious balance of work and family life and the vulnerabilities within their community—especially among the retired and pre-retired.

Steve’s decision to retire from policing was both a testament to his family’s resilience and a step towards redefining his role in the community. Leveraging his extensive experience in strategic planning and risk management from his policing career, alongside his personal integrity and dedication to service, Steve now helps guide Fullerton Financial’s clients through the complexities of retirement planning.

As an Investment Advisor Representative holding both life and health insurance licenses in Arizona, Steve’s approach is deeply personal. He believes in creating strategies that safeguard his clients' hard-earned wealth while fostering financial literacy and empowerment. Alongside Stephanie, he has been pivotal in cultivating a trust-based advisory service that prioritizes the unique needs and aspirations of each client.

Outside the office, Steve’s passion for the outdoors and community service reflects his deep commitment to family and societal welfare. Whether mentoring young professionals, participating in local charity events, or enjoying Arizona's landscapes, Steve embodies a spirit of generosity and leadership.

Steve also shares his insights on the Fullerton Financial Hour radio show and has co-authored the book Financial Literacy in Retirement, educating retirees on smart investment strategies and financial independence.

Steve Fullerton’s story is one of transformation and dedication, marking him as a trusted advisor who not only understands the value of hard-earned money but cherishes the opportunity to make a lasting difference in the lives of those he serves.