Stephanie Fullerton

Stephanie Fullerton Email and Phone Number

President & Co-Founder at Fullerton Financial Planning @ Fullerton Financial Planning
Stephanie Fullerton's Location
Peoria, Arizona, United States, United States
Stephanie Fullerton's Contact Details

Stephanie Fullerton work email

Stephanie Fullerton personal email

n/a
About Stephanie Fullerton

Stephanie Fullerton is founder and principal of Fullerton Financial Planning, an estate planning and management firm based in Peoria, Arizona, serving clients throughout the state. She is consistently recognized as one of the Top 100 Business Women in Arizona.Her goal is to build trust with clients by following the guiding principles of safety, honesty and integrity. When her aunt was taken advantage of by an unscrupulous adviser, she sprang into action and became a licensed insurance agent. "That really stirred me to get involved," she says. "I wanted to help people protect their money. I didn't want this to happen to anyone else."One way she helps clients safeguard their retirement nest eggs is by hosting educational workshops. "In retirement, I don't believe people should be risking their money," Fullerton says. "We teach them how to guarantee it, how to protect it and how to create income off it. My greatest satisfaction is knowing my clients don't have to worry about what the market does or how to recover any losses, because we've taken their portfolio and turned it into something that's very safe and very sound."For Stephanie, being an insurance professional is a family affair. Her husband, Steve, a retired Phoenix law enforcement officer, works alongside her. He has earned multiple securities licenses so their business is able to assist all of their clients with all of the financial needs and goals. Her clients are like a second family to her, she says. "I still have all my clients from day one," Fullerton says. "And when they pass away, I work with their heirs to continue their financial legacy."

Stephanie Fullerton's Current Company Details
Fullerton Financial Planning

Fullerton Financial Planning

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President & Co-Founder at Fullerton Financial Planning
Stephanie Fullerton Work Experience Details
  • Fullerton Financial Planning
    Founder
    Fullerton Financial Planning Dec 2005 - Present
    Peoria, Az, Us
  • Financial Planning For Seniors
    President & Co-Founder
    Financial Planning For Seniors Aug 2003 - Present

Stephanie Fullerton Skills

Insurance Retirement Planning Estate Planning Retirement Strategic Planning Management Motivational Speaking Financial Planning Finance Financial Advisory Customer Service Small Business Strategic Financial Planning Income Specialist Sales Portfolio Management Coaching Fixed Annuities Investments Public Speaking Wealth Management 401k 401k Rollovers Asset Allocation Asset Management Entrepreneurship Financial Planners Iras Investment Advisory Leadership Life Insurance Securities

Frequently Asked Questions about Stephanie Fullerton

What company does Stephanie Fullerton work for?

Stephanie Fullerton works for Fullerton Financial Planning

What is Stephanie Fullerton's role at the current company?

Stephanie Fullerton's current role is President & Co-Founder at Fullerton Financial Planning.

What is Stephanie Fullerton's email address?

Stephanie Fullerton's email address is st****@****p4s.com

What skills is Stephanie Fullerton known for?

Stephanie Fullerton has skills like Insurance, Retirement Planning, Estate Planning, Retirement, Strategic Planning, Management, Motivational Speaking, Financial Planning, Finance, Financial Advisory, Customer Service, Small Business.

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