Exciting News at Eclectic

We have good news to share with our clients. Aimee Calderon, one of our financial advisors, is expecting her first baby at the end of December 2004. Aimee and her husband are very excited about the upcoming arrival of their baby boy. Once the baby arrives, Aimee plans to continue working for Eclectic on a part time basis out of her home.

We recently hired Scott Rojas as a financial advisor to fill Aimee’s full time position at Eclectic. Although Aimee will not leave her full time role until December, Scott will begin working at Eclectic in August 2004 so that he has time to learn the processes and culture of our firm. Scott has extensive experience in the financial industry. He has a bachelor’s degree in business with an emphasis in finance from Biola University and recently received his MBA degree from California Polytechnic University of Pomona. Scott has worked for two large mutual fund firms and has worked most recently as a financial analyst at Beckman Coulter. We are excited for Scott to join our team and we are sure that he will be a great asset to us and our clients.

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Our People

Carl J. Camp, CFP
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...
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...
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...
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...
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....
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...
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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