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FULBRIGHT FINANCIAL CONSULTING, PA 

FULBRIGHT & FULBRIGHT, CPA, PA


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ABOUT US

1986 was an exciting year around the country:

  • Chicago Bears won Super Bowl XX 
  • Internet Mail Access Protocol was defined for e-mail transfer
  • Popular TV shows were the “Cosby Show”, “Family Ties” & “Cheers” 
  • Seven million Americans join “Hands Across America”
  • The Oprah Winfrey Show hits national television

…Many other exciting and newsworthy events

1986 was also the year Edward  Fulbright, CPA, CGMA, PFS launched a part-time home-based CPA practice with one IBM Compaq computer, one client and a business plan.  

During 1987, as the firm continued to grow, Genevia Gee Fulbright, CPA, CGMA, relocated from California to serve as full-time Accounting & Tax Manager while Edward served dual roles, IBM Financial Analyst during the day and CPA Practitioner in the evenings and on weekends.  

During 1992 Genevia was elected an officer and the firm name was changed to Fulbright & Fulbright, CPA, PA.

In the early evolution of the firm service offerings centered around individual and small business taxes and accounting services.  The focus then and continues to be on how to help clients KEEP MORE OF WHAT THEY MAKE.

After a few years clients requested additional services including business strategy sessions, investment advice and coaching services so in addition to increasing offerings in 1995 Edward founded fee-only NC registered investment advisory firm Fulbright Financial Consulting, PA.  By offering objective Fiduciary Fee-Only services the firm better represents the best interests of clients.

Always innovators in the industry:

During 1994 Genevia started conducting seminars, serving on corporate boards and authoring books, eventually starting a “Make the Leap” book series.  The next installment to the series is due out 3rd Quarter 2015 entitled Make the Leap: From Student to Board Director. Check out: Make the Leap

During  1995 Edward started hosting and producing a personal & business finance radio program “Mastering Your Money™” a syndicated weekly educational program to help people make informed financial choices.  Mastering Your Money

With the success of the first two ventures, a  third business was born, Fulbright Knowledge Alliances, Inc.  during 2003 to help the other firms as well as manage media activities, books and workshops.

Being on the same side of the table with our clients is very important to us.    

We have always placed high value on clients protecting their money, having the freedom to choose how and when they become financially independent and serving the public. 

FULBRIGHT FINANCIAL CONSULTING, PA


FULBRIGHT & FULBRIGHT, CPA, PA

 

Edward D. Fulbright Photo
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Edward D. Fulbright

CPA, CGMA, PFS
Dale Oakley Photo
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Dale Oakley

Financial Advisor Associate
Curtis Byrd Photo
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Curtis Byrd

Tax & Financial Planning Associate
Edward D. Fulbright Photo
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Edward D. Fulbright

CPA, CGMA, PFS

Edward D. Fulbright

CPA, CGMA, PFS


edf@moneyful.com

Early Career Experiences
While in college Ed served as an Accounting Intern at Chase Manhattan Bank in New York, CNA Insurance in Chicago and Ernst & Young in Maryland.

After graduating with a degree in Accounting, from the School of Business & Industry at Florida A&M University, he served as a Senior Auditor for Ernst & Young in Atlanta where he managed many diverse audits from cotton mills to non profits to mutual funds.  Ed then served as a Financial Analyst at IBM before founding his companies.  

Current contributions  
Ed is the current Chairman & Chief Executive Officer for three of the operating enterprises he founded, Fulbright & Fulbright, CPA, PA (Est. 1986); Fulbright Financial Consulting, PA (Est. 1995) and Fulbright Knowledge Alliances, Inc. (Est. 2003).  

In addition to being actively engaged in his firms he is the host and producer of the syndicated weekly financial radio show, “Mastering Your Money™” and contributes regularly to articles/books, conducts lectures/seminars and serves on boards, including a national credit union.

Professional Certifications
Ed, a licensed Certified Public Accountant (CPA) also  holds a Professional Financial Specialist (PFS) designation and Chartered Global Management Accountant (CGMA) certificate in addition to being a registered investment advisor.   

Role at the firms
Ed is responsible for client development, fee-only financial planning and investment advisory as well as tax planning and preparation for educators, entrepreneurs, executives and retirees predominantly in technical and regulated industries.

Genevia Gee Fulbright Photo
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Genevia Gee Fulbright

CPA, CGMA

Genevia Gee Fulbright

CPA, CGMA


ggf@moneyful.com

Early Career Experiences
While in college Genevia served as a Revenue Agent Intern at the Internal Revenue Service in San Francisco, Sales Auditor at Mervyn’s (a former Dayton Hudson/Target Subsidiary) in Oakland and Tax Intern at Adams, Grant, Werner & Company (known now as Grant & Smith) in Oakland. 

After graduating with a degree in Accounting from San Francisco State University she served as a Senior Auditor for a California CPA firm (Adams, Grant, Werner & Company) where she was the first entry-level staff member to recruit a new audit client as well as write the audit program.  She also successfully conducted joint audits on behalf of the practice to maintain the firm’s joint-venture positions with Deloitte, Haskins & Sells (Deloitte) and Main Hurdman (KPMG).  

Current contributions  
Genevia is the current President & Chief Operating Officer of Fulbright & Fulbright, CPA, PA (Est. 1986) and President & Chief Marketing Officer of Fulbright Knowledge Alliances, Inc. (Est. 2003).  

In addition to being actively engaged in her firms she is the author and contributor to over 100 articles and books and conducts book tours/lectures/seminars and has served on numerous boards, including a publicly traded bank, national foundation and early-stage mutual fund. 

Professional Certifications
Genevia, a licensed Certified Public Accountant (CPA) also  holds a Chartered Global Management Accountant (CGMA) certificate in addition to being a NACD Governance Fellow. 

Role at the firms
Fulbright is responsible for client development and day to day operations in addition to business advisory/ coaching, tax planning and preparation for educators, entrepreneurs, executives and retirees predominantly in technical and regulated industries.

Dale Oakley Photo
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Dale Oakley

Financial Advisor Associate

Dale Oakley

Financial Advisor Associate


dlo@moneyful.com

Early Career Experiences

While in college Dale served as a Finance Intern with Triangle Transit in the Research Triangle Park, NC. 

After graduating with a degree in Accounting and Finance from North Carolina Central University, he served as Staff Auditor for Walker & Company, LLP in Washington, DC where he conducts audits of non-profits and  small federal government agencies.

Current contributions

Dale is the current Financial Advisor Associate for Fulbright & Fulbright, CPA, PA and Fulbright Financial Consulting, PA.

Role at the firms 

Dale is responsible for client relations as well as  tax planning and preparation for educators, entrepreneurs, executives and retirees predominantly in technical and regulated industries.

 

Curtis Byrd Photo
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Curtis Byrd

Tax & Financial Planning Associate

Early Career Experiences

While in college, Curtis served as a Finance Intern with McDonald’s Corporation in their Raleigh Regional Headquarters. Through persistence, performance, dedication, and hard work, Curtis earned a full athletic scholarship to play football at The University of North Carolina at Chapel Hill after joining the team as a walk-on. During his tenure there, he earned multiple varsity football letters and All-ACC scholar-athlete awards as the starting fullback.

After graduating with both a Master of Accounting and Bachelor of Science in Business Administration from The Kenan-Flagler Business School at UNC Chapel Hill, he began his own financial advisory practice at Merrill Lynch in Durham, NC. His practice served a variety of professionals from diverse occupations, ranging from professional athletes to physicians and educators. Curtis then transitioned his practice to MassMutual of Raleigh before joining Fulbright Financial Consulting, PA.

Current Contributions

Curtis is the current Tax and Financial Planning Associate for Fulbright & Fulbright, CPA, PA and Fulbright Financial Consulting, PA.

Professional Licenses

Curtis holds both his Series 7 and Series 66 licenses, making him a general securities registered representative and also a registered investment advisor representative.

Role at the Firms

Curtis is responsible for financial planning, investment advisory, client relations, as well as tax planning and preparation for educators, entrepreneurs, executives and retirees predominantly in technical and regulated industries.

Shawn Johnson  Photo
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Shawn Johnson

OFFICE OPERATIONS LIAISON

Shawn Johnson

OFFICE OPERATIONS LIAISON


sej@moneyful.com

Early Career Experiences

Shawn has an earned Bachelor of Science degree in Business Administration with a Concentration in Management from Shaw University in Raleigh, NC. While in college, Shawn notably served as acting lead and was a member of the Student Government Association (SGA), including serving as an executive committee member for Marketing and Promotions of his class. 

After graduating with his degree, Shawn pursued his entrepreneurial interests in the music and radio industry under various radio stations for Radio One as a production media consultant and independent statistic marketing. Shawn’s professional background also includes experience in direct client relations, bookkeeping, data management, and online marketing.

Current Contributions

Shawn is currently an office operations liaison for Fulbright & Fulbright CPA, PA and Fulbright Financial Consulting & Fulbright Knowledge Alliances.

Role at the Firms

Shawn is responsible for the marketing, editorial, and social media dissemination of tax and financial planning information.  He also supports all administrative and clerical support for tax planning and preparation for educators, entrepreneurs, executives and retirees predominantly in technical and regulated industries.