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 15 employees, including eight financial advisors.

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

  • We will conduct ourselves with honesty and integrity in everything we do and with everyone we serve.
  • We will provide timely, professional service and expertise to all of our clients.
  • We will encourage the professional development of our 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

  • David K. Little, CFP®, CFA®
    President
    Dave joined Eclectic Associates in 1992, just prior to graduating from Biola University with a BS in Business Finance. Upon joining the firm, he pursued further education specific to the profession. In 1995 he became a Certified Financial Planner and in 1997 earned his Chartered...

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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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  • Travis McShane, CFP®
    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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  • Aimee Calderon, CFP®
    Financial Planner
    Aimee originally joined Eclectic Associates in January 1998 as an intern from Biola University. She received her BS in Business Finance in 1999 and went on to become a Certified Financial Planner in 2001. In December of 2004, Aimee left Eclectic Associates to become a mother...

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  • James I. Moore, CFP®
    Financial Planner
    James joined Eclectic Associates in 2013 and became a Certified Financial Planner™ in 2016. He is a graduate of Biola University where he received a bachelor’s degree in business administration. James continued his coursework for the CFP designation at the University of California,Irvine...

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