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Panelist: Nick Fuller 

Nick Fuller, CFP® – Founder of Fuller Financial

Nick Fuller is a Certified Financial Planner ® professional and the founder of Fuller Financial, where he helps individuals, families, and business owners navigate their financial lives with confidence and clarity.

Nick’s career in financial planning began as an intern with Edward Jones, where he discovered a passion for guiding clients through investment decisions and holistic financial planning. In 2012, he took a leap earlier than expected to open Fuller Financial, an independent practice built around client-first service, personalized attention, and comprehensive planning strategies.
 

At Fuller Financial, Nick’s approach includes all areas of financial planning, from investment reviews and progress tracking, risk assessment, and tax planning, to estate planning, insurance reviews, and retirement income and cash flow strategies. He primarily serves individuals and families who want to become more organized and intentional with their financial picture, as well as business owners who can uniquely benefit from the opportunities the tax code provides.

Nick believes that financial planning is a process, not a one-time event, and enjoys helping clients gain the clarity they need to move forward confidently in life and retirement.
 

Having lived in Arizona most of his life, Nick enjoys life with his wife, Lisa, and their three young boys, who keep the family busy and laughing. Together, they love to travel, explore new cultures, and try new foods, making lasting memories wherever they go. Nick is also passionate about fitness and working out and is happiest near the North Shore of Hawaii. A true sports enthusiast, he enjoys cheering on Arizona’s home teams—and isn’t shy about coaching from the living room. One of Nick’s fun claims to fame is that NFL legend Larry Fitzgerald attended his wedding and stayed for hours, enjoying the celebration alongside family and friends.
 

Nick loves all things financial planning, the excitement of investing in the markets, he loves understanding business and helping owners succeed along with the opportunity to help clients align their financial decisions with the life they want to live.

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Detailed Agenda

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Presenters & Panelists

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