Trinity Grace
Wealth Advisor
Trinity Grace brings a rare blend of personal resilience, technical knowledge, and heartfelt connection to her role as a financial advisor. From opening her first bank account at nine years old to building a career devoted to empowering families financially, Trinity’s passion for financial literacy has always been a central part of her story.
Trinity began her career in finance while still in college, participating in competitive leadership conferences and interning in institutional banking. She went on to gain experience in wealth management across several leading financial institutions before joining Fullerton Financial, where she continues to grow her impact. She currently holds her Series 7, 63, and 66 licenses, as well as Health, Accident, and Life Insurance credentials. She studied economics at Spelman College and is completing her Bachelor of Business Administration at Arizona State University.
Trinity’s approach is rooted in trust, empathy, and connection. She understands that personal finance is one of the most vulnerable areas of life, and she works to ensure clients feel genuinely heard, understood, and supported. Her goal is always to provide more than just a financial plan—she creates a safe space for clients to envision their ideal future and take confident steps toward it.
She values being part of the Fullerton Financial team for its detail-oriented service, strong sense of faith, and the shared mission of helping people feel cared for at every step. To Trinity, financial advising is more than a profession—it’s a calling.
Outside the office, Trinity is a creative spirit who enjoys interior design, fashion, and exploring new places—whether that’s discovering a great new restaurant or visiting a different city. She finds balance through Pilates and loves spending time with her French bulldog, Daisy, who brings plenty of laughter and joy to her life. Originally from Rhode Island, Trinity is actively involved in her church community and remains committed to serving others both personally and professionally
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.
