Fullerton Financial Planning Employee Directory

Financial ServicesArizona, United States11-50 Employees

Fullerton Financial Planning (FFP) is an independent financial services firm and uses a variety of different investment methods. Investing involves risk, including the potential loss of principal. Investment advisory services are offered through Kingdom Financial Group, LLC. Neither the firm nor its agents provide tax or legal advice.

Find Fullerton Financial Planning employees' phone numbers or email addresses

Fullerton Financial Planning Global Highlights

Location
Employees

North America
42

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  • United States Of America
    42

Asia
2

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  • India
    1
  • United Arab Emirates
    1

Fullerton Financial Planning's Leadership

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    J. B.
    Chief Operating Officer
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    S. F.
    Founder
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    S. F.
    Co-Founder, President, Registered Financial Advisor
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    J. A. D.
    Senior Director Business Development
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    S. F.
    Senior Director At Fullerton Financial Planning
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    D. S.
    Senior Director Of Finance And Admin
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    M. T.
    Senior Director
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    A. B.
    Marketing Director
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Contact profiles from Fullerton Financial Planning

Name
Title
Contact Info
Location
Last Update
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    L. W.
    Wealth Advisor
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    United StatesArizona
    Oct 22, 2025
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    D. L. A.
    Operations & Servicing Specialist
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    United StatesArizona
    Oct 25, 2025
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    T. K.
    Client Service Specialist
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    United StatesArizona
    Oct 18, 2025
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    D. R.
    Servicing Associate
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    United StatesArizona
    Nov 20, 2025
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    C. B.
    Marketing And Advertising Coordinator
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    United StatesArizona
    Oct 26, 2025
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    T. F.
    Client Service Specialist
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    United StatesArizona
    Nov 17, 2025
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    A. L.
    Associate
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    United States
    Mar 04, 2024
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    M. S.
    Annuity & Life Client Services Specialist At Fullerton Financial Planning
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    United StatesArizona
    Sep 10, 2025
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    C. W.
    Licensed Associate And Assistant To Lead Advisor
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    United StatesArizona
    Oct 17, 2025
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    S. F.
    Co-Founder, President, Registered Financial Advisor
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    Nov 12, 2025

Frequently Asked Questions

What is Fullerton Financial Planning known for?

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Fullerton Financial Planning was founded in 2005 operates in the Financial Services industry. The company's main headquarters is located in 14155 North, Suite 144. 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 . 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 37 employees as of December 2025. These team members are located across 2 continents, including North AmericaAsia.

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

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As of December 2025, Fullerton Financial Planning's key employees include:

  • Chief Operating Officer: J. B.
  • Founder: S. F.
  • Co-Founder, President, Registered Financial Advisor: S. F.
  • Senior Director Business Development: J. A. D.
  • Senior Director At Fullerton Financial Planning: S. F.

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