Nick Fullerton
Founder & Principal at Fullerton Advisors, LLC
- Role
- Principal at Fullerton Advisors
- Location
- Danville, CA, US
- LinkedIn followers
- 500 followers
About Nick Fullerton
Fullerton Advisors is dedicated to providing financial planning and investment advice to…
Experience
Principal
May 2009 — Present · San Ramon, CA, US
Fullerton Advisors is dedicated to providing financial planning and investment advice to individuals, families, trusts, foundations and corporations.
Education
Stanford University
BA, International Relations
1993 — 1997
Boston Institute of Finance
CFP® Educational Requirements, Program for Financial Planning
2006 — 2007
Skills
- Asset Management
- Investments
- Asset Allocation
- Banking
- Investment Advisory
- Retirement Income Strategies
- Sales
- Management
- Financial Advisory
- Insurance
- Finance
- Retirement
- Strategic Financial Planning
- Retirement Planning
- Financial Services
- Accounting Applications
- Financial Software
- Financial Planning
- Business Development
- Wealth Management
- Portfolio Management
- Securities
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