Fullerton Financial Planning
Financial Services • 
Peoria, Arizona, United States • 21-50 Employees
Company overview
| Headquarters | 14155 N 83d Ave Ste 144, Peoria, AZ 85381-5652, US |
| Phone number | +16239740300 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Medicare, Asset Protection, Retirement Planning, Life Insurance, Wealth Accumulation, Long Term Care, Trust, Estate Planning, Charitable Giving, Ira Legacy Planning, Ira & 401K Rollovers |
| Founded | 2005 |
| Employees | 21-50 |
| Socials |
Key Contacts at Fullerton Financial Planning
Jamison A. Davis
Senior Director Business Development
Stephanie Fullerton
Founder
Steve Fullerton
Senior Director At Fullerton Financial Planning
Dianne Sackrider
Senior Director Of Finance And Admin
Matthew Tobey
Senior Director
Steve Fullerton
Co-Founder, President, Registered Financial Advisor
Fullerton Financial Planning Email Formats
Fullerton Financial Planning uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@fullertonfp.com), used 76.9% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@fullertonfp.com | 76.9% |
{first name}{last name} | johndoe@fullertonfp.com | 23.1% |
About Fullerton Financial Planning
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.
Fullerton Financial Planning revenue & valuation
| Annual revenue | $3,251,090 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $10,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Fullerton Financial Planning has 25 employees across 7 departments.
Departments
Number of employees
Funding Data
Fullerton Financial Planning has never raised funding before.
Fullerton Financial Planning Tech Stack
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United Kingdom
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Frequently asked questions
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