What departments does Fullerton Financial Planning have?

Fullerton Financial Planning has employees across 1 departments including Marketing.

What is the largest department at Fullerton Financial Planning?

The largest department at Fullerton Financial Planning is Marketing with 1 employees.

Where are Fullerton Financial Planning employees located globally?

Fullerton Financial Planning has employees across 2 continents and 2 countries including India, United States Of America.

How has Fullerton Financial Planning's team size changed over time?

Fullerton Financial Planning's team has decreased from approximately 37 to 35 employees based on available data.

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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.

Fullerton Financial Planning Global Highlights

North America
52

United States Of America
52

Asia
1

India
1

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

100%

50%

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

L. Z.
Principal
Mobile Phone
Email
Oct 18, 2024
B. C.
Marketing Coordinator
Mobile Phone
Email
Nov 11, 2024
S. F.
Co-Founder, President, Registered Financial Advisor
Mobile Phone
Email
Aug 01, 2026

Frequently Asked Questions

What is Fullerton Financial Planning known for?

Fullerton Financial Planning was founded in 2005 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?

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?

Fullerton Financial Planning has approximately 43 employees as of July 2026. These team members are located across 2 continents, including North AmericaAsia.

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

As of July 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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Fullerton Financial Planning Employee Directory

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