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Who we areEclectic 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 his father Bill, who has since retired, at Eclectic in early 1985.
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. The following statements define the culture and identity of our organization. * In everything and with everyone we will conduct ourselves with honesty and integrity.* Employees are our greatest assets. We will maintain a supportive, encouraging, harmonious environment for our fellow employees. * We will provide timely, professional service to all our clients. * We will not sacrifice the quality of our personal lives for the sake of growth in the firm. * The organization will encourage the professional development of its employees. What Matters to You, Matters to UsWe know that to truly serve our clients we must have a clear understanding of their goals, what’s important in life, the values they hold and what sort of legacy they wish to leave. In short, we really have to understand what really matters to the client, and, with the help of the client, build our plan to reflect these goals, beliefs and values. We are, Eclectic Associates Fee Only Financial AdvisorsEclectic Associates’ goal is to provide the finest fee-only financial advice to each of our clients to enable them to meet their goals. As fiduciaries, we will put the interests of our clients before our own and will conduct our business with honesty and integrity. In short, we answer to you, the client. |
Our PeopleEclectic in the News
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Carl J. Camp, CFP
Carl Lachman, CFP
Scott Rojas, CFP
Russell W. Hall, CFP
David K. MacLeod, CFP
Masako Sumita
Travis McShane
