Jean Fullerton (CFP®, MS)
Jean Fullerton focuses in the
following client markets or areas of practice:
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Socially Responsible Investments
- Tax Planning
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Socially Responsible Investments
- Tax Planning
Planning Specialties
Investment managment with option for Sustainable Investing. Has taught comprehensive financial planning at the national level. Former engineer, technical background provides special expertise in customized analysis of client's personal situations
NAPFA Start Date
October 11, 2002