Steven C. Fullmer, CFP®

Steven C. Fullmer, CFP®

Steven Fullmer, CFP® brings more than 25 years’ experience working with professionals and owners of closely held companies to his affluent estate planning and wealth preservation financial planning practice.

Steve’s estate tax reduction and wealth maximization strategies bring measurable benefits to those with extensive estate plans already in place. His practice is tailored to individuals who have the wisdom to see the value of proper estate planning and the business acumen to act on objective recommendations toward fulfilling long-term goals.

Steve has earned the CERTIFIED FINANCIAL PLANNER™ practitioner certification and is an Investment Adviser Representative and co-founder of Integrated Financial Group. His CFP® certification is evidence of his commitment and ongoing effort to remain knowledgeable of the evolving complexities of the financial marketplace.

Steve and his colleagues offer an array of services including tax reduction strategies, investment advisory services, estate planning, business succession planning, insurance solutions and retirement planning.

A skilled woodworker, Steve enjoys making and finishing furniture. His community involvement includes working as a volunteer and board member for the LDS Hospital’s Deseret Foundation, as well as membership with the LDS Advisor’s Council. Steve and his wife, Sandy, have five children and 18 grandchildren.

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