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

March 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

October 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

October 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.

Eclectic Hires Katy Allen

January 23, 2008

Eclectic Hires Katy Allen
Eclectic is proud to announce we have hired Katy Allen. Katy will be answering the phone and processing client billing.

2nd Grandchild

April 4, 2007

Carl and Judi are proud to announce the arrival of their second grandchild. Zachary Jackson Shank was born around 10:45 this morning, Tuesday, 4/24/07. He weighed 8lbs 2oz and was 20.5 inches tall. Both mother and son are doing well.

Joyce Peloquin Retires

April 4, 2007

After 10 years at Eclectic Joyce has decided to retire. Joyce will be moving up north to be closer to family and old friends. We wish her well as she enters a well earned retirement.

Carl Lachman, CFP

November 30, 2006

Eclectic Associates is proud to announce that Carl Lachman has passed the Certified Financial Planner exam.

older posts »
  • Categories

  • Pages

  • Archives

  • Tags

  • 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...

      read more
    • 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...

      read more
    • 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...

      read more
    • 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...

      read more
    • 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....

      read more
    • 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...

      read more
    • 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...

      read more

    Eclectic in the News

    read more

    Schedule An Appointment