Thank You!
We Look Forward to Meeting You
Congratulations on taking the first step toward a more secure retirement future. Fullerton Financial Planning is here for you every step of the way. We’ll be calling you shortly to confirm the details of your meeting.
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.
Where It All Began: Stephanie’s Mission to Serve Her Community
From the start, Stephanie recognized a gap in the market for clear, accessible financial advice—particularly for retirees. After 15 years as a women’s pastor, her passion for helping others led her to embark on a new venture to empower her community with the knowledge to secure their financial futures. This marked the beginning of what would eventually become Fullerton Financial Planning.
Stephanie Launches her New Company, Financial Planning for Seniors Inc.
In 2005, Stephanie launched her new business, Financial Planning for Seniors Inc., and began holding seminars designed to equip retirees with the knowledge needed for a secure future. As she sought to grow her business, she went the extra mile—literally—by meeting with clients in their homes, traveling as far as Prescott and Mesa. Through these personal consultations, she provided her clients with the tools necessary to ensure their financial needs were met throughout retirement. It wasn’t long before she knew this was her true purpose—guiding others toward lasting financial security so they could enjoy the retirement they always dreamed of.
Steve Partners with Stephanie to Open an Insurance Firm
While Stephanie’s client base grew, Steve Fullerton was completing a distinguished 20-year career in law enforcement. After retiring from the force, Steve wanted to partner with Stephanie in furthering her mission. To support her growing business, he cashed out his IRA, and together, they opened an insurance firm in Sun City, marking the start of their joint venture into financial services.
Steve and Stephanie Expand Their Services with Kingdom Financial Group
In 2010, Steve and Stephanie launched Kingdom Financial Group, a Registered Investment Advisor. This new venture enabled them to broaden their range of services, offering more options and advanced planning tools to better serve their clients’ diverse financial needs. As their reputation grew, so did their client base. By 2012, their rapid expansion prompted a move to a larger office to accommodate their growing team.
A Permanent Homebase is Built in Peoria
By 2015, the continued growth of the business exceeded their office capacity once again. To accommodate their expanding team and better serve their clients, Stephanie and Steve decided to build a new office in Peoria, establishing a more permanent home for Kingdom Financial Group.
Introducing Fullerton Financial Planning
With over 1,000 clients and $100M in assets under management, Stephanie and Steve rebranded their business, officially unveiling it as “Fullerton Financial Planning” in 2016. The new name signified their ability to offer a comprehensive range of financial services, reflecting their growth and commitment to serving a wider audience both within their community and beyond.
Expanding Outreach and Opening a Second Office
In the years following their rebrand, Steve and Stephanie’s business continued to thrive. In 2017, they debuted the Fullerton Financial Hour, offering local TV audiences free, actionable financial advice. By 2019, to better serve their growing client base in the East Valley, they opened a second office in Tempe, Arizona, expanding their reach to both current and future clients.
Milestones and Continued Growth
By 2021, Fullerton Financial reached a significant milestone, welcoming its 2,000th client. Today, Steve and Stephanie lead a team of nearly 40 financial professionals and are in the process of building a third office in North Scottsdale to further support their expanding client base.
A Year of Holistic Expansion
In 2024, Fullerton Financial Planning expanded its footprint with the opening of a third office in Scottsdale, Arizona—an important milestone in serving the growing needs of clients across the state. This year also marked the firm’s first local acquisition with the addition of IQ Wealth, a respected Valley-based firm. This strategic move not only enhanced Fullerton’s wealth management capabilities but also allowed the team to bring Steve Jurich’s 20+ years of experience into our group of experienced advisors, further broadening the services offered to clients. Alongside this, the launch of Fullerton Tax Services added in-house tax planning and preparation, reinforcing the firm’s commitment to delivering truly comprehensive, integrated financial solutions.