Eclectic Associates

Carl Camp featured in Biola Magazine (Spring 2011)

admin — Mon, 09 Apr 2012 05:45:20 +0000

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

admin — Mon, 28 Feb 2011 22:35:39 +0000

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)

admin — Mon, 28 Feb 2011 22:35:20 +0000

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

Roth IRA Seminar and Economic Update

admin — Mon, 01 Mar 2010 18:07:18 +0000

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

Do you know about the new laws affecting Roth IRA conversions?
Are you interested in avoiding future taxes and minimum required distributions?
Do you believe income tax rates will be going up?

These issues and others will be discussed in a presentation by our advisors on

March 18, 2010
7:00pm: Registration, refreshments & light dessert
7:30pm: Presentation

Embassy Suites Brea
Grand Ballroom
900 East Birch Street

We encourage you to invite friends and family

Please respond by March 5th to:

(714)738-0220
- or -
info@eclecticassociates.com

Carl Camp – Top 250 Wealth Advisor

admin — Thu, 30 Oct 2008 18:06:40 +0000

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

admin — Thu, 23 Oct 2008 06:14:29 +0000

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

Scott Rojas, CFP

admin — Mon, 23 Jun 2008 06:10:18 +0000

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

Eclectic Hires Katy Allen

admin — Wed, 23 Jan 2008 05:14:10 +0000

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

admin — Wed, 04 Apr 2007 19:17:45 +0000

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

admin — Wed, 04 Apr 2007 19:17:06 +0000

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.