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

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


This Office

3 Executive Park Dr Ste 200 Bedford, NH 03110-6954 Phone: (603) 589-8010 Fax: (978) 649-8834