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Fullerton Financial Planning Employee Directory

Financial ServicesArizona, United States11-50 Employees

Fullerton Financial Planning operates as an independent financial services firm based in Peoria, Arizona. It employs a variety of investment approaches to help clients pursue their financial objectives. The firm acknowledges that investing involves risk, including the potential loss of principal.

Investment advisory services are provided through Kingdom Financial Group, LLC, and Fullerton Financial Planning does not offer tax or legal advice. As a small to mid-sized practice in the financial services industry, the company serves clients from its Peoria location.

Find Fullerton Financial Planning employees' phone numbers or email addresses

Fullerton Financial Planning Global Highlights

Location
Employees

North America
51

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  • United States Of America
    51

Asia
1

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  • India
    1

Fullerton Financial Planning's Leadership

  • Co-Founder, President, Registered Financial Advisor at Fullerton Financial Planning
    S. F.
    Co-Founder, President, Registered Financial Advisor
  • Principal at Fullerton Financial Planning
    L. Z.
    Principal
  • Marketing Coordinator at Fullerton Financial Planning
    B. C.
    Marketing Coordinator

Fullerton Financial Planning Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Legal
  • Community & Social Services
  • Media & Communications
  • Other
  • Human Resources
  • Business Development

Contact profiles from Fullerton Financial Planning

Name
Title
Contact
Location
Last Update
  • Co-Founder, President, Registered Financial Advisor at Fullerton Financial Planning
    S. F.
    Co-Founder, President, Registered Financial Advisor
    Sep 01, 2026
  • Principal at Fullerton Financial Planning
    L. Z.
    Principal
    Oct 18, 2024
  • Marketing Coordinator at Fullerton Financial Planning
    B. C.
    Marketing Coordinator
    Nov 11, 2024

Frequently Asked Questions

What is Fullerton Financial Planning known for?

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Fullerton Financial Planning was founded in 2005 and operates in the Financial Services industry. Explore Fullerton Financial Planning's company overview page for more information.

What is Fullerton Financial Planning's most common email format?

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Fullerton Financial Planning employees' email format typically follows the pattern of FirstL@fullertonfp.com. Trying to find reliable and up-to-date employee contact data? Find more Fullerton Financial Planning email formats with LeadIQ.

How many employees does Fullerton Financial Planning have currently?

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Fullerton Financial Planning has approximately 44 employees as of September 2026. These team members are located across 2 continents, including North America and Asia.

Who are Fullerton Financial Planning's key employees and leadership?

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As of September 2026, Fullerton Financial Planning's key employees include:

  • Co-Founder, President, Registered Financial Advisor: S. F.
  • Principal: L. Z.
  • Marketing Coordinator: B. C.

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