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Aimee Calderon, CFP®

Financial ADVISOR

Aimee Calderon first became interested in financial planning when she was in college.  Aimee, who always had a knack for numbers, decided to major finance and quickly knew this was a good fit for her.  She landed an internship with Eclectic Associates, learned about the fee-only, no-commission model, and avidly pursued her career aspirations, attaining the CERTIFIED FINANCIAL PLANNER™ designation in 2001.

Today, Aimee advises a broad range of clients, including successor trustees who need help in fulfilling their new role of administering a trust. She has a particular empathy for widows and strives to be a source of advice and stability for them during an unstable time. Aimee started and facilitates a support group that gives widows a space to share their experiences with one another. The experience has been truly satisfying for Aimee, who feels gratified to help people in a time of need.

When she is not at work, Aimee and her husband are busy with their three kids’ school and sports schedules. Most days, she can be found on the soccer or baseball field or in a dance studio. In addition, she volunteers with the PTA and is a teacher for 2-year-olds at The Rock Community Church.

Education and Designations
B.A., Business Finance, Biola University
CERTIFIED FINANCIAL PLANNER™ Professional, CFP Board of Standards

Memberships
Member, Financial Planning Association, Orange County Chapter