eclecticassociates.com

Eclectic Associates

Eclectic’s Investment Advisory service covers a wide range of individual offerings for investors at any life stage:. Retirement planning and review. IRA distribution and planning. Eclectic Associates, Inc. is a comprehensive financial planning firm in Fullerton, California. In 1984, Bill Camp, founded Eclectic Associates to assist individuals with the ever-increasing complexities of their personal finances. Carl Camp joined his father Bill, who has since retired, at Eclectic in early 1985. We know that t...

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Eclectic Associates, Inc.

1021 West●●●●●●●●●hury Road

Ful●●●ton , CA, 92833

US

1.71●●●●0220

1.71●●●●0483

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Eclectic Associates | eclecticassociates.com Reviews

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Eclectic’s Investment Advisory service covers a wide range of individual offerings for investors at any life stage:. Retirement planning and review. IRA distribution and planning. Eclectic Associates, Inc. is a comprehensive financial planning firm in Fullerton, California. In 1984, Bill Camp, founded Eclectic Associates to assist individuals with the ever-increasing complexities of their personal finances. Carl Camp joined his father Bill, who has since retired, at Eclectic in early 1985. We know that t...

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7 tweets by @eclecticinvest

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Eclectic Associates | eclecticassociates.com Reviews

https://eclecticassociates.com

Eclectic’s Investment Advisory service covers a wide range of individual offerings for investors at any life stage:. Retirement planning and review. IRA distribution and planning. Eclectic Associates, Inc. is a comprehensive financial planning firm in Fullerton, California. In 1984, Bill Camp, founded Eclectic Associates to assist individuals with the ever-increasing complexities of their personal finances. Carl Camp joined his father Bill, who has since retired, at Eclectic in early 1985. We know that t...

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blog.eclecticassociates.com

Eclectic Associates | Blog

Global markets initially reacted negatively on the news of Donald Trump’s election as our 45th President of the United States. Asian stocks, European stocks,. Eclectic Associates Q3 Client Letter. By Eclectic Investment Committee. Below is a copy of our Q3 client letter. As always, thank you for entrusting us with your financial lives. We take this responsibility very. Careful With That IRA Rollover! In News and Articles. Yogi Berra & Investing. In News and Articles. What’s Your FICO Score? Attention: Hu...

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eclecticassociates.com

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EA in the Community : Eclectic Associates

http://www.eclecticassociates.com/community

EA in the Community. Eclectic Associates understands the responsibility we have to make a difference in the community we live and work in. As a company, we are actively involved in our communities service organizations volunteering our time, energy and finances to help those around us. Below are just some of the service clubs, board of directors, committees and groups we are involved in. Rotary Clubs Service Organization that generates money for local nonprofits. Rotary Club of Fullerton. June 4, 2014).

2

About Us : Eclectic Associates

http://www.eclecticassociates.com/about

Eclectic Associates, Inc. is a comprehensive financial planning firm in Fullerton, California. Eclectic was founded in 1984 by Bill Camp to assist individuals with the ever-increasing complexities of their personal finances. Carl Camp joined Eclectic in early 1985 along with his father Bill, who has since retired. Eclectic Associates is registered with the Securities and Exchange Commission as a Registered Investment Advisor and has a staff of twelve employees, which includes six financial advisors.

3

Forms : Eclectic Associates

http://www.eclecticassociates.com/forms

Carl J. Camp, CFP. Carl joined Eclectic Associates, Inc. in 1985 and helped build the business along with his father, W. B. (Bill) Camp. Bill Camp had just started the firm a year earlier in 1984. Carl has been listed as one of the top financial planners in the country by MUTUAL FUND MAGAZINE, WORTH MAGAZINE and MEDICAL ECONOMICS. David K. Little, CFP, CFA. Carl Lachman, CFP. Scott Rojas, CFP. Scott joined Eclectic Associates in August 2004. He has a bachelor's degree in business administration from ...

4

Our Team : Eclectic Associates

http://www.eclecticassociates.com/our-team

David K. Little, CFP, CFA. Carl Lachman, CFP. Vice President, Co-Owner. Carl is a Certified Financial Planner and joined Eclectic Associates in 2003. He has a bachelor’s degree in Economics and minor in Mathematics from Occidental College, and an MBA with an emphasis in Finance from the UCLA Anderson School of Management. Prior to joining the firm, Carl handled the finances of a large nonprofit organization and was a consultant for a number of small businesses. Scott Rojas, CFP. Vice President, Co-Owner.

5

Services : Eclectic Associates

http://www.eclecticassociates.com/services

Eclectic Associates is a fee-only advisor. This means that we do not receive commissions or fees from the products we recommend to our clients. By refusing any compensation other than client fees, we are better able to provide unbiased financial advice and work in our clients’ best interest. Present investments and recommended future investments will be analyzed with regard to how they fit with your comfort level of investment risk, cash-flow needs, liquidity, desired growth, diversification, taxes and o...

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Financial Advisors | trusteepro.com

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Advance Health Care Directive. Peter C. Kote. It’s Your Money! It’s Your Estate! The following financial planners listed here are past and present volunteers in our “it’s your money” workshops. We only use presenters who have a present fiduciary relationship with their clients and do not. Have the ability to sell financial products (do not. Have a license to sell securities or insurance.) Presenters are not. Allowed to collect attendee names. How to Choose a Financial Planner. Ask First Form (04-2012).

blog.eclecticassociates.com

Eclectic Investment Committee | Eclectic Associates

http://blog.eclecticassociates.com/author/eclectic-investment-committee

All posts by: Eclectic Investment Committee. Eclectic Associates Q4 Client Letter. By Eclectic Investment Committee. Overall, we’re pleased with investment returns in 2016, especially considering that the year began with the worst 10-day start for U.S. stocks in history. Eclectic Associates Q3 Client Letter. By Eclectic Investment Committee. Below is a copy of our Q3 client letter. As always, thank you for entrusting us with your financial lives. We take this responsibility very. December 31, 2016. Eclec...

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eclecticassociates.com

Eclectic Associates

Eclectic’s Investment Advisory service covers a wide range of individual offerings for investors at any life stage:. Retirement planning and review. IRA distribution and planning. Eclectic Associates, Inc. is a comprehensive financial planning firm in Fullerton, California. In 1984, Bill Camp, founded Eclectic Associates to assist individuals with the ever-increasing complexities of their personal finances. Carl Camp joined his father Bill, who has since retired, at Eclectic in early 1985. We know that t...

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