Eclectic Associates, Inc. Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

At Eclectic Associates, we offer what we call the essentials of good financial planning. That means we don’t give promises that we can’t back up but, rather, offer the support of an experienced team and a comprehensive financial plan that puts your best interests first.

Based in Fullerton, California, we are an independent, fee-only Registered Investment Advisory firm serving individuals and families throughout Orange and Los Angeles counties, as well as throughout the country. We place you, the client, at the center of everything we do. Because of this, we are different from most advisors for the following reasons:

1.	We Are Fee-Only: We have been fee-only from Day 1. We don’t accept commissions, and we don’t sell products. We get paid only by you. 
2.	We Are Fiduciaries: Like our fee-only status, we have been fiduciaries since our founding. That means we give advice that is only in your best interests.
3.	We Have Expertise: Our team is dedicated to providing the expertise you need to make informed decisions. Our advisors have extensive experience and education, with credentials such as CFP® certifications, CFA® designations, BA degrees, or MBA degrees. 
4.	We Have a Large Team: With a large team of financial advisors at your service, we think you will feel confident that we will always be here for you. 
5.	We Are Independent: We don’t receive mandates from any other company. We are not beholden to anyone’s interests but yours. 
6.	We Are Experienced: We have been in the business of financial planning since 1984. Our advisors have a combined total of over 100 years in financial planning. 

We offer comprehensive financial planning and investment management to all of our clients. Our fees are all-inclusive and will encompass the following services as needed:

•	Financial planning
•	Retirement planning
•	Investment management
•	Cash flow analysis
•	Insurance evaluation
•	Tax strategies
•	Company retirement plans
•	Social Security optimization
•	Estate planning

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