Who We Are

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.

Eclectic Associates is registered with the Securities and Exchange Commission as a Registered Investment Advisor and has a staff of 12 employees, including six financial advisors.

The following statements define the culture and identity of Eclectic Associates, Inc.

  • In everything and with everyone we will conduct ourselves with honesty and integrity. Employees are our greatest assets. We will maintain a supportive, encouraging, and 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 Us

We know that to truly serve our clients we must have a clear understanding of their goals, the values, and the legacy they wish to leave. In short, we have to understand what's most important to the client, and with their help, build a plan which reflects their goals, values, and vision.

We are Eclectic Associates

Fee Only Financial Advisors

Eclectic Associates' goal is to provide the finest fee-only financial advice to our clients, enabling them to meet their financial goals. As fiduciaries, we put our client interests before our own, and consistently conduct business with honesty and integrity. In short, we answer to you, the client.

    Our People

    • Carl J. Camp, CFP
      President
      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...

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    • David K. Little, CFP, CFA
      Vice President
      Dave joined Eclectic Associates in 1992. He is a Chartered Financial Analyst and a Certified Financial Planner, and has a bachelor’s degree in business with an emphasis in finance from Biola University. Dave is the president of the La Habra Rotary Club...

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    • Carl Lachman, CFP
      Financial Planner
      Carl is a Certified Financial Planner and joined Eclectic Associates in 2003. He has a bachelor's degree in economics with a minor in mathematics from Occidental College, and an MBA with an emphasis in finance from the UCLA Anderson School of Management. Carl also earned a Masters...

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    • Scott Rojas, CFP
      Financial Planner
      Scott joined Eclectic Associates in August 2004. He has a bachelor's degree in business administration from Biola University (1993) and an MBA from Cal Poly Pomona (2004). Scott earned the Certified Financial Planning (CFP) designation in 2008. His previous work experience...

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    • Russell W. Hall, CFP
      Financial Planner
      Russell joined Eclectic Associates, Inc. in 2001. He is a Certified Financial Planner, and has a Personal Financial Planner designation from the University of California, Irvine and a bachelors degree in communications from Biola University. Prior to earning his CFP designation in...

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    • David K. MacLeod, CFP
      Financial Planner
      David joined Eclectic Associates, Inc. in 2006. He is a Certified Financial Planner and has a Personal Financial Planner designation from the University of California, Irvine. David is also a graduate of Biola University where he received a bachelor's degree....

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    • Masako Sumita
      Financial Paraplanner
      Masako joined Eclectic Associates, Inc. in April of 1992. She is a Registered Paraplanner and has a bachelor's degree in business administration from California State University of Fullerton...

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    • Travis McShane
      Paraplanner
      Travis joined Eclectic Associates, Inc. in September of 2010. Travis graduated Magna Cum Laude from California State University, Fullerton with a Bachelor's degree in Finance, in May 2010. Prior to joining Eclectic, he held positions coaching basketball at La Habra High School as well...

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