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Fullerton Financial Planning
Purpose
At Fullerton Financial, community has always been at the heart of everything we do. Since our founding in 2004, Steve and Stephanie Fullerton have built a company that reflects their deep passion for helping others achieve financial well-being. With a foundation rooted in the desire to serve our community through responsible financial stewardship, we’ve grown from a small consulting firm into a financial organization helping individuals and families across Arizona.
By providing clear financial guidance and empowering our clients to make informed decisions for their futures, we believe we can impact not only their lives but also the lives of future generations.
By providing clear financial guidance and empowering our clients to make informed decisions for their futures, we believe we can impact not only their lives but also the lives of future generations.
Mission
We Offer a Comprehensive Retirement Planning Solution That Aims to Go Beyond Traditional Approaches
We believe in cultivating a lifelong partnership with you built on trust, understanding, and personalized care to help you achieve the retirement of your dreams. To us, financial planning is more than just managing money—it's about building a secure and fulfilling future for you and your family. Our commitment to your financial well-being goes beyond traditional approaches, offering a comprehensive and holistic path aiming to help you achieve your retirement goals.
We believe in cultivating a lifelong partnership with you built on trust, understanding, and personalized care to help you achieve the retirement of your dreams. To us, financial planning is more than just managing money—it's about building a secure and fulfilling future for you and your family. Our commitment to your financial well-being goes beyond traditional approaches, offering a comprehensive and holistic path aiming to help you achieve your retirement goals.
Additional Culture Details
At Fullerton Financial, we believe in being more than just financial planners—we believe in being active participants in the well-being of our community. For us, giving back is not just a responsibility; it's a privilege. We strive to create lasting change by donating our time, resources, and expertise to causes that make a real difference in the lives of others.
Through partnerships with reputable charities and community organizations, we are committed to serving those in need and uplifting communities across Arizona and beyond. Whether it’s through our volunteer efforts, financial contributions, or hands-on support, we are dedicated to improving the lives of individuals and families.
Through partnerships with reputable charities and community organizations, we are committed to serving those in need and uplifting communities across Arizona and beyond. Whether it’s through our volunteer efforts, financial contributions, or hands-on support, we are dedicated to improving the lives of individuals and families.
Values
- Our Core Values
- 1. Excellence Every time in Everything
2. Relationships that Last Years
3. Faith is our Foundation
4. Listen to Understand
5. Doing the Right Things for the Right Reasons
Headquarters
Peoria, AZ
Employees
39 US Employees
Industry
Financial Advisors
Recent Awards
Company Snapshots
