Helping you find peace of mind about your money and your future.
 
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About Us

At Eclectic Associates, our goal is to provide comprehensive financial planning and investment management to help you feel confident about your money and your future. Based in Fullerton, California, we are a Registered Investment Advisor firm providing fee-only, fiduciary services.

As a fiduciary financial advisor, we don’t act in your best interest simply because we are legally obligated to. We do it because it is the right thing to do.

As a fee-only advisory firm, we do not receive commissions or fees from the investments and services we recommend. By refusing compensation other than client fees, we are better able to provide you with unbiased financial advice.

 
 
 
 
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Our Story

After a career as a successful farmer, Bill Camp followed his lifelong passion for personal finance and founded Eclectic Associates, a comprehensive planning firm, in 1984. Bill realized he could help cultivate clients’ financial peace of mind by helping them with the ever-increasing complexities of their personal finances.

Bill’s son, Carl Camp, joined Eclectic Associates a year later to work alongside his father. Until he retired, Carl was our president for over 25 years, from 1990 to 2016, and thanks to his leadership, the business grew over 10 times larger than when he started. Today, we are a Registered Investment Advisor with a staff of 14, including nine financial advisors.

 
 
 
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Schedule an Introductory Call

Let’s see how we can help you achieve peace of mind about your money and your future.
Schedule your complimentary call today.

 
 
 

Our Team

Aimee Calderon, CFP®

Financial Advisor, Partner

Russell Hall, CFP®, CPWA®

Director of Financial Planning, Partner

Clarissa Hartono, CFP®

Financial Advisor

Carl Lachman, MBA, CFP®

Vice President, Partner

David Little, CFA, CFP®

President, Chief Executive Officer, Partner

David MacLeod, CFA, CFP®

Chief Investment Officer, Partner

Travis McShane, CFA, CFP®

Financial Advisor, Partner

James Moore, CFP®

Financial Advisor, Partner

Amber Shrosbree, CFP®

Financial Advisor

Patricia Buchholtz

Chief Compliance Officer, Paraplanner, Partner

Maya Kridner

Paraplanner, Partner

Jennifer Murdock

Paraplanner

Cheryl Thompson

Client Relations, Partner

 
 
 

 Our Office