Sheltering in place? See how we can work with you from the convenience and safety of your own home. LEARN MORE >

Fullen Financial Group congratulates Breanna Stein on passing the Certified Financial Planner (CFP®) exam.

The CFP designation is considered the gold standard in financial planning. CFP® professionals have met rigorous education, examination and experience requirements across 72 topic areas of expertise and have committed to strict ethical standards, designed to assure that client’s needs always come first. To achieve this milestone so early in her career is also notable, of the 86,910 CFP® professionals in the US only 5.2% are between the ages of 20 and 29. As an aside, only 23.2% are female. Some experience requirements remain to be fulfilled but she will be able to start using the CFP® mark in April of 2021.

It is with a great deal of regret that we have decided to cancel our 2020 annual Backyard Bash. A combination of factors would make the party difficult to operate, from the inability to serve food buffet style, to maintaining social distancing.  Additionally, many individuals have told us that while they really enjoy the event that they would not, out of an abundance of caution, participate this year.  Most important of all, we would feel like we let people down if even one of our clients became sick and our annual party was found to be the vehicle that allowed that to happen.

We remain optimistic that our 2021 Backyard Bash will be back, and we look forward to this.  We enjoy seeing you and we will miss you. 

While the State of Ohio has allowed offices like ours to reopen following strict guidelines, for the safety and convenience of our clients and employees, we have decided to continue to work remotely for the foreseeable future. Allowing us to make this decision is, in part, the fact that our remote and virtual communication tools have worked so well before and during the stay at home order.   So, while we look forward to the time when we can meet with you in person at our office again, please don't let our delay in reopening stop you from getting your questions answered, having our normal planning meetings and generally going about our business together. Eventually we will return to normal business hours and you will be able to find that news here as soon as it is available.


We might call them heroes - but most of them would be embarrassed.   They think they are just doing their job. Some appear to be fearless, but most are very aware of the risk they are taking and exercise what cautions are available to them.   At the end of the day they are exhausted, but they rest and do it again the next day. Some are seeing death everyday but keep on giving it their all to try to prevent it. Some don’t make it themselves. Many can’t see their families and friends because they are considered high risk. But they will just keep doing their job for as long as it takes.

You can’t praise these people enough, even though they usually won’t acknowledge they are any different than anyone else. A few Fullen Financial employees have family much closer to the pandemic than we wish they were. We also have many clients themselves, or their family members, directly involved in the effort to keep the pandemic at bay and trying to lessen the suffering.

We wanted to post some brief stories of who these people really are. If you are fortunate enough to have no one personally at risk I encourage you to read these.   It can be humbling to see how small we are. We will start with three individuals very close to Fullen Financial employees.