Fullerton Financial Planning Employee Directory

Fullerton Financial Planning Global Highlights

Location

Employees

North America

52

• United States Of America
  52

Asia

1

• India
  1

North America accounts for 98% of Fullerton Financial Planning's workforce, followed by Asia (2%).

Fullerton Financial Planning's Leadership

• 
  S. F.

  Co-Founder, President, Registered Financial Advisor

  Mobile Phone

  Email
• 
  L. Z.

  Principal

  Mobile Phone

  Email
• 
  B. C.

  Marketing Coordinator

  Mobile Phone

  Email

Fullerton Financial Planning Employee Metrics

• Banking
• Business
• Legal
• Community & Social Services
• Media & Communications
• Other
• Human Resources
• Business Development
• Sales

Banking is the largest department at 65% of profiles with a known department, down from 76% in January 2026, followed by Business (6%, down from 7%) and Business Development (6%, up from 0%).

Contact profiles from Fullerton Financial Planning

• 
  S. F.

  Co-Founder, President, Registered Financial Advisor

  Mobile Phone

  Email

  Sep 01, 2026
• 
  L. Z.

  Principal

  Mobile Phone

  Email

  Oct 18, 2024
• 
  B. C.

  Marketing Coordinator

  Mobile Phone

  Email

  Nov 11, 2024

• 1

Frequently Asked Questions

What are the largest departments at Fullerton Financial Planning?

Banking is the largest department at 65% of profiles with a known department, down from 76% in January 2026, followed by Business (6%, down from 7%) and Business Development (6%, up from 0%). Fullerton Financial Planning's workforce spans 8 departments.

Where are Fullerton Financial Planning's employees located?

Fullerton Financial Planning has about 48 employees across 2 continents, most of them in North America. North America accounts for 98% of Fullerton Financial Planning's workforce, followed by Asia (2%). By country, the largest groups are United States Of America (98%) and India (2%).

How has Fullerton Financial Planning's workforce changed over the past year?

Fullerton Financial Planning's workforce grew 16% between January 2026 and November 2026. Banking's share of profiles with a known department fell from 76% to 65%.

How many employees does Fullerton Financial Planning have currently?

Fullerton Financial Planning has approximately 48 employees as of November 2026. These team members are located across 2 continents, including North America and Asia.

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

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

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.

What is Fullerton Financial Planning known for?

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.