Eclectic Associates http://www.eclecticassociates.com Just another WordPress site Wed, 11 Jan 2012 19:27:31 +0000 en hourly 1 http://wordpress.org/?v=3.1 Eclectic Associates Named to Bloomberg Top Wealth Managers List http://www.eclecticassociates.com/news/eclectic-associates-was-recently-named-by-bloomberg-wealth-managers http://www.eclecticassociates.com/news/eclectic-associates-was-recently-named-by-bloomberg-wealth-managers#comments Mon, 28 Feb 2011 22:35:39 +0000 admin http://ea.pizzation.com/?p=284 Eclectic Associates was recently named by Bloomberg Wealth Managers one of the top 370 financial advisory firms in the United States.

]]> http://www.eclecticassociates.com/news/eclectic-associates-was-recently-named-by-bloomberg-wealth-managers/feed 0 Carl Camp featured in recent LA Times article (December 16, 2007) http://www.eclecticassociates.com/news/carl-camp-featured-in-recent-la-times-article-december-16-2007 http://www.eclecticassociates.com/news/carl-camp-featured-in-recent-la-times-article-december-16-2007#comments Mon, 28 Feb 2011 22:35:20 +0000 admin http://ea.pizzation.com/?p=282 Carl Camp featured in recent LA Times article (December 16, 2007)

]]> http://www.eclecticassociates.com/news/carl-camp-featured-in-recent-la-times-article-december-16-2007/feed 0 Roth IRA Seminar and Economic Update http://www.eclecticassociates.com/uncategorized/roth-ira-seminar-and-economic-update http://www.eclecticassociates.com/uncategorized/roth-ira-seminar-and-economic-update#comments Mon, 01 Mar 2010 18:07:18 +0000 admin http://ea.pizzation.com/?p=158 March 2010

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

]]> http://www.eclecticassociates.com/uncategorized/roth-ira-seminar-and-economic-update/feed 0 Carl Camp – Top 250 Wealth Advisor http://www.eclecticassociates.com/uncategorized/carl-camp-top-250-wealth-advisor http://www.eclecticassociates.com/uncategorized/carl-camp-top-250-wealth-advisor#comments Thu, 30 Oct 2008 18:06:40 +0000 admin http://ea.pizzation.com/?p=156 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.

]]> http://www.eclecticassociates.com/uncategorized/carl-camp-top-250-wealth-advisor/feed 0 David MacLeod passes the CFP http://www.eclecticassociates.com/uncategorized/david-macleod-passes-the-cfp http://www.eclecticassociates.com/uncategorized/david-macleod-passes-the-cfp#comments Thu, 23 Oct 2008 06:14:29 +0000 admin http://ea.pizzation.com/?p=22 October 2008

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

]]> http://www.eclecticassociates.com/uncategorized/david-macleod-passes-the-cfp/feed 0 Scott Rojas, CFP http://www.eclecticassociates.com/uncategorized/scott-rojas-cfp http://www.eclecticassociates.com/uncategorized/scott-rojas-cfp#comments Mon, 23 Jun 2008 06:10:18 +0000 admin http://ea.pizzation.com/?p=24 Scott Rojas, CFP
Eclectic Associates is proud to announce that Scott Rojas has passed the Certified Financial Planner exam.

]]> http://www.eclecticassociates.com/uncategorized/scott-rojas-cfp/feed 0 Eclectic Hires Katy Allen http://www.eclecticassociates.com/uncategorized/eclectic-hires-katy-allen http://www.eclecticassociates.com/uncategorized/eclectic-hires-katy-allen#comments Wed, 23 Jan 2008 05:14:10 +0000 admin http://ea.pizzation.com/?p=1 Eclectic Hires Katy Allen
Eclectic is proud to announce we have hired Katy Allen. Katy will be answering the phone and processing client billing.

]]> http://www.eclecticassociates.com/uncategorized/eclectic-hires-katy-allen/feed 0 2nd Grandchild http://www.eclecticassociates.com/uncategorized/2nd-grandchild http://www.eclecticassociates.com/uncategorized/2nd-grandchild#comments Wed, 04 Apr 2007 19:17:45 +0000 admin http://ea.pizzation.com/?p=186 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.

]]> http://www.eclecticassociates.com/uncategorized/2nd-grandchild/feed 0 Joyce Peloquin Retires http://www.eclecticassociates.com/uncategorized/joyce-peloquin-retires http://www.eclecticassociates.com/uncategorized/joyce-peloquin-retires#comments Wed, 04 Apr 2007 19:17:06 +0000 admin http://ea.pizzation.com/?p=184 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.

]]> http://www.eclecticassociates.com/uncategorized/joyce-peloquin-retires/feed 0 Carl Lachman, CFP http://www.eclecticassociates.com/uncategorized/carl-lachman-cfp http://www.eclecticassociates.com/uncategorized/carl-lachman-cfp#comments Thu, 30 Nov 2006 19:18:27 +0000 admin http://ea.pizzation.com/?p=188 Eclectic Associates is proud to announce that Carl Lachman has passed the Certified Financial Planner exam.

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