CONNECT

Address:

3115 East Lion Lane | Suite 310Salt Lake City, UT 84121

Phone:

(801) 993-0550

801-993-0507 Branch

Fax/Other:

(801) 993-0551

Steven C. Fullmer, CFP®

Steven C. Fullmer, CFP®

Steven C. 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.

His estate tax reduction and wealth maximization strategies bring measurable benefits to those with extensive estate plans already in place. His practice is tailored to the individual who has 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™ Practioner certification and is an Investment Advisory Representative and founder of Integrated Financial Group. 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.

Steve’s CFP certification is evidence of his commitment and his ongoing effort to remain knowledgeable of the evolving complexities of the financial marketplace.
 
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.
 
A skilled woodworker, Steve enjoys making and finishing furniture. He and his wife Sandy have 5 children and 14 grandchildren.
Phone (801) 993-0502
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck