Fullerton Financial Planning

About Us

Fullerton Financial Planning, Where Your Retirement Dreams Begin, a firm that believes everyone should be able to live the retirement they’ve always wanted. Founded by Stephanie and Steve Fullerton, they aim to make a difference in the lives of their clients by helping them realize the financial futures they deserve. Their licensed investment advisors have decades of combined experience, offering well-thought-out strategies that combine various investment and insurance products with comprehensive planning. Their holistic approach encompasses not only equities and annuities but also estate planning, tax planning, and charitable giving. Whether you’re seeking investment management or retirement planning, Fullerton Financial Planning in Phoenix, Arizona, is here to help you feel confident about your financial future.