Wendell B. Fuller founded Fuller Wealth Advisors after more than a decade of extensive experience advising and managing assets for affluent families and individuals.
Clients value Wendell’s capacity as a CERTIFIED FINANCIAL PLANNER™ practitioner. They also appreciate his unique combination of financial acumen and ability to make sophisticated financial planning and investment strategies accessible and easily understandable for all clients. Wendell particularly loves the combination of personal consulting and financial analysis afforded by this work.
Expertise
Wendell possesses specialized skills in portfolio design and allocation, managing concentrated equity positions, stock options, portfolio optimization, ongoing investment management and implementing investment strategies developed to address financial, tax and estate planning issues. Other areas of expertise include cash flow and retirement planning, education planning, philanthropic gifting and risk management. He is also uniquely skilled in the planning and implementation of real estate acquisitions, business planning and life event planning.
Experience
Prior to entering the fee-only financial planning and investment management field, Wendell worked for six years with Invensys plc, a global leader in industrial process automation software. He began his career as an Electrical Engineer with Philip Morris USA where he honed his many quantitative and analytical skills for more than eight years.
Background
Wendell graduated from Memphis State University with a Bachelor of Science degree in Electrical Engineering. Wendell is constantly expanding his expertise and knowledge by actively participating as a Registered Financial Advisor of the National Association of Personal Financial Advisors (NAPFA) and serving on the Board of Directors of the Financial Planning Association of Central Virginia as Director of Pro Bono and Public Relations.
Wendell has been married to his wife Lisa for 18 years and they have two beautiful daughters, Elise and Ava which are his heart and soul. Wendell enjoys golf, woodworking and “building things” as well as listening to and performing music.
Professional Designations
- CERTIFIED FINANCIAL PLANNERTM
- Series 65 Registered Investment Advisor Representative
Professional Associations and Community Involvement
- Member of the National Financial Planning Association Ethics Committee
- FPA of Central Virginia Board of Directors
- NAPFA Fee-Only Registered Advisor
- Founding Charter and Current President 100 Black Men of Greater Richmond, Inc.
- Board of Directors 100 Black Men of America, Inc.
- Virginia Saves Advisory Board
- Virginia State University Accounting and Finance Advisory Council
