Deidra Fulton (CFP®)

Deidra Fulton focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Hourly
  • Investment Advice without Ongoing Management
  • Middle Income Client Needs
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

Deidra works with individuals and families to help them define their financial goals and develop strategies for meeting those goals. There are no income or net worth minimum requirements in order to become a client, nor are long-term contracts required. Services are tailored for each client's needs and can include advice on the broad range of financial issues or for a la carte projects, such as: - cash flow planning - college funding - employment benefits - estate planning fundamentals - 401(k)/IRA allocations and rollovers - insurance needs - investments - long term care planning - lump sum distributions - retirement funding - retirement distributions - tax planning. Services also include financial check-ups and second opinions. Deidra offers a complimentary, "Get Acquainted" meeting to all prospective new clients.

Additional Information

Deidra is not currently accepting new clients.

Deidra is also a member of The Garrett Planning Network. She holds a BA from Baylor University and has lived in Plano since 1990. Learn more about Deidra and her services at

NAPFA Start Date

September 09, 2003


This Office

5055 W Park Blvd, Suite 400 Plano, TX 75093 Phone: (972) 248-3807 Fax: (214) 299-8629