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Personal Financial Planning
Financial Guidance for your Life’s Voyage
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Lodestone Financial Planning's mission is to serve as a trusted advisor
to help clients make the best possible financial decisions.
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Jean Fullerton is the founder and principal of Lodestone Financial Planning. She has had over 15 years of business experience, including engineering management, and work for other fee-only financial planners, before starting her own business. She has degrees from Tufts and Northeastern Universities, and received her Financial Planning education from Boston University. She is a Certified Financial Planner, a Registered Investment Advisor, a licensed insurance consultant, and a registered advisor with the National Association of Personal Financial Advisors. Jean has been asked to train other financial planners in how to create optimal financial plans, at the NAPFA regional and national conferences. A variety of publications have quoted Jean, including Consumer Reports, Good Housekeeping, and the Wall Street Journal.
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Affiliations: In addtion to NAPFA, Jean is a member of the Financial Planning Association, the National Association of Tax Professionals, and the New Hampshire Estate Planning Council.
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Lodestone Financial Planning, LLC is a state Registered Investment Advisor and only transacts business in those states in which the Advisor is registered, excluded or exempted from registration.
1838 Elm Street, Manchester, NH 603-206-4565, 877-367-7442 (toll free)
Copyright 2006, 2007, 2008
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