FRIENDS AND FAMILY SPECIAL OFFER

Get a $50 Visa Gift Card at Your Initial Appointment

The greatest gift our clients can give us is the introduction of a friend or family member. It’s a priceless vote of confidence that we truly value. We hope you will give us the opportunity to earn your business during a complimentary consultation.

Schedule Your Complimentary Consultation

Friends and Family Referral

REAL STORIES, REAL STATEMENTS

Client Testimonials

Makes Me Feel Like I Belong

"Fullerton is like "Cheers", minus the bar scene. I walk in and everybody knows my name. .......Makes me feel belonged" 

Porter F.

A Personal Relationship

"Every person I have dealt with has impeccable customer service skills and is always available to help me with whatever I need. They make it obvious that this business operates like a large family where every employee has great respect and rapport with each other. They make me feel as if I am also in the Fullerton Financial family." 

Gail P.

Exceeded Expectations

"The attention to detail, the knowledge base of the team, and the continued open lines of communication all exceeded my expectations. I know that I made the right decision to bring my business to Fullerton Financial Planning." 

Fanchon E.

WHY OUR CLIENTS CHOOSE US

Reasons to Choose

Fullerton Financial Planning

Our proven record of putting clients first makes it easy to recommend our services to friends and family.

1

STRIVING FOR EXCELLENCE

We put you first in everything we do, from financial advice to client care.

2

DOING WHAT IS RIGHT

We uphold integrity and ethics in everything we do by prioritizing clients' interests.

3

BUILDING MEANINGFUL RELATIONSHIPS

We cultivate trust, understanding, and a sense of partnership throughout each client’s financial journey.

4

LISTENING WITH EMPATHY

Our advisors tailor personalized solutions that address each client’s unique circumstances and goals.

5

COMMUNITY INVOLVEMENT WITH A LASTING IMPACT

We strive to benefit future generations through community involvement and financial stewardship.

6

TRUSTED EXPERIENCE

Our wealth of knowledge and experience informs every interaction we have with clients.

7

PERSONALIZED GUIDANCE

Our financial plans are tailored to individual goals, risk tolerance, and financial circumstances.

8

DIVERSE RANGE OF SOLUTIONS

We are committed to being a one-stop resource, from retirement planning to investment management, tax optimization, estate planning, and insurance.

9

HOLISTIC FINANCIAL ANALYSIS

Our well-rounded strategies are optimized to reach your long-term financial goals.

10

COMMITMENT TO CONTINUOUS IMPROVEMENT

We are constantly striving to improve by taking concerns seriously and acting on client feedback.

WHY OUR CLIENTS CHOOSE US

Reasons to Choose

Fullerton Financial Planning

Our proven record of putting clients first makes it easy to recommend our services to friends and family.

1

STRIVING FOR EXCELLENCE

We put you first in everything we do, from financial advice to client care.

2

DOING WHAT IS RIGHT

We uphold integrity and ethics in everything we do by prioritizing clients' interests.

3

BUILDING MEANINGFUL RELATIONSHIPS

We cultivate trust, understanding, and a sense of partnership throughout each client’s financial journey.

4

LISTENING WITH EMPATHY

Our advisors tailor personalized solutions that address each client’s unique circumstances and goals.

5

COMMUNITY INVOLVEMENT WITH A LASTING IMPACT

We strive to benefit future generations through community involvement and financial stewardship.

6

TRUSTED EXPERIENCE

Our wealth of knowledge and experience informs every interaction we have with clients.

7

PERSONALIZED GUIDANCE

Our financial plans are tailored to individual goals, risk tolerance, and financial circumstances.

8

DIVERSE RANGE OF SOLUTIONS

We are committed to being a one-stop resource, from retirement planning to investment management, tax optimization, estate planning, and insurance.

9

HOLISTIC FINANCIAL ANALYSIS

Our well-rounded strategies are optimized to reach your long-term financial goals.

10

COMMITMENT TO CONTINUOUS IMPROVEMENT

We are constantly striving to improve by taking concerns seriously and acting on client feedback.

MEDIA PARTNERS

As Seen or Heard On

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Photo By: John Doe

WORK WITH FULLERTON TODAY

Earning the Trust of Savers and Retirement Planners

The greatest gift our clients can give us is the introduction of a friend or family member. It’s a priceless vote of confidence that we truly value. We hope you will give us the opportunity to earn your business during a complimentary consultation.