Alf Museum of Paleontology Event

June 13, 2014

June 2014:
Eclectic recently held a event at the Alf Museum of Paleontology in Claremont (CA). Over 60 of our clients enjoyed an evening of great food, fascinating museum exhibits and conversation with fellow clients of the firm, friends and employees of Eclectic Associates. Carl Camp, David MacLeod and Dave Little shared on topics ranging from the ACA to the state of the economy. [READ MORE ABOUT THE EVENT]

It’s Your Money Workshop in Newport Beach

August 4, 2012

Newport Beach Central Library – It’s Your Money
(Mondays 10:00 AM to 11:30 AM)
Friends Meeting Room, 1000 Avocado, Newport Beach
09-10-12 Introduction & Quiz – Peter Kote
09-17-12 Annuities & Mutual Funds – Peter Kote
09-24-12 Financial Planning I – Carl Lachman
10-01-12 Financial Planning II – Carl Lachman
10-08-12 Long Term Care – Carole Ann Burr
10-15-12 Fixed Income Investing – Jim Fletcher
10-22-12 Equity Investing – Christine Blanchard
10-29-12 The Big Take Away – Mark Rylance

RESERVATIONS – Call Janis Dinwiddie at 949.548.2411 or email: events@nbplfoundation.org

Upcoming Events with Eclectic Associates!

August 4, 2012

Carl Lachman will be moderating and teaching the “It’s Your Money” and the “It’s Your Estate” series in the North Orange County area.

The “It’s Your Money” classes will cover issues such as stock investing, mutual funds, annuity drawbacks, long-term care, financial planning concepts and fixed income investing.

It’s Your Money
Free 8 Week Workshop Series

Thursdays, 2:00 to 3:30 P.M.
With Peter Kote, J.D. & Carl Lachman, C.F.P.

08/16  Introduction & Quiz
08/23  Annuities & Mutual Funds
08/30  Financial Planning I
09/06  Financial Planning II
09/13  Long Term Care
09/20  Fixed Income Investing
09/27  Equity Investing
10/04  Investment Rules and Stock Market

Fullerton Senior Center at St. Mary’s
400 West Commonwealth, Fullerton

The “It’s Your Estate” classes cover advanced health care directives, trust, wills, plan distributions, estate taxes, executors, conservators, choosing an estate planning attorney, and charitable strategies.

It’s Your Estate
Free 8 Week Workshop Series

Tuesdays, 10:00 to 11:30 A.M.
With Peter Kote, J.D. & Carl Lachman, C.F.P.

09/04  Introduction/Quiz
09/11  Estate Planning Basics
09/18  Advanced Health Care Directive
09/25  Advanced Estate Planning
10/02  Charitable Income & Tax Planning
10/09  IRA; 401k; 403b and 457 Plan
10/16  The Role of a Trustee & Executor
10/23  Case Study/Review

St. Jude Center: Rehabilitation & Wellness
2767 E. Imperial Highway, Brea

To sign up or learn more about the programs please contact the St. Jude Memorial Foundation (714) 992-3033 or give us a call at (714) 738-0220.

 

Carl Camp featured in Biola Magazine (Spring 2011)

April 9, 2012

Carl Camp was featured in Biola Magazine’s spring 2011 issue: Furthering the Impact, Donors help make Talbot building project a reality.

Eclectic Associates Named to Bloomberg Top Wealth Managers List

February 28, 2011

Eclectic Associates was recently named by Bloomberg Wealth Managers one of the top 370 financial advisory firms in the United States.

Carl Camp featured in recent LA Times article (December 16, 2007)

February 28, 2011

Carl Camp featured in recent LA Times article (December 16, 2007)

Roth IRA Seminar and Economic Update

March 1, 2010

Eclectic Associates, Inc.
Cordially invites you to a Roth IRA Seminar and Economic Update Read more

Carl Camp – Top 250 Wealth Advisor

October 30, 2008

Carl Camp – Top 250 Wealth Advisor
Worth Magazine (October/November 2008) recently named Carl Camp as one of the top 250 wealth advisors.

David MacLeod passes the CFP

October 23, 2008

David MacLeod passes the CFP
Eclectic Associates is proud to announce that David MacLeod has passed the Certified Financial Planner exam.

Scott Rojas, CFP

June 23, 2008

Scott Rojas, CFP
Eclectic Associates is proud to announce that Scott Rojas has passed the Certified Financial Planner exam.

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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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      • 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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      • 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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