Experience

 J. Anthony (Tony) Fulkerson is the owner and founder of Fulkerson Financial Group.  He has been active in the financial services industry since 1972.  As a CERTIFIED FINANCIAL PLANNERTM professional, Tony's practice is focused on comprehensive financial advisory services, with an emphasis on estate planning, retirement planning and asset management.*

 
 
Tony also holds the professional designation of Certified Life Underwriter (CLU) from The American College in Bryn Mawr, Pennsylvania.  Throughout his professional career, Tony has been active in the industry, having served as President of the Northern Virginia Chapters of the Society of Financial Service Professionals and the Association of Insurance and Financial Advisors.  His professional affiliations also include membership in the National Capital Area Financial Planning Association and The Nautilus Group**, a prestigious national resource center delivering in-depth strategic support in the areas of Law, Tax, Finance, and Insurance.
 
 
Within the community, Tony has dedicated countless hours to volunteer organizations.  He has served as an Officer or Board member on numerous non-profit and service organizations.  He is an active member of the Herndon Rotary Club, where he serves on the Board of Directors.  Tony and his wife, RoseMary, have two children and reside in Herndon, Virginia.


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** The Nautilus Group is a resource for estate conservation and business succession ideas available to approximately 200 New York Life agents nationwide. With offices in Dallas, Texas, the Nautilus Group is staffed by professionals with credentials in law, taxation, accounting, insurance and finance. Utilizing information provided by the members' clients, they provide strategies for consideration by the client's own legal and tax advisors. The work of the Nautilus Group revolves around estate conservation and business succession.

Neither members nor staff of the Nautilus Group may give tax or legal advice. Their role is to educate and motivate affluent individuals to address the planning issues that will affect them and their families far into the future.