David Little, CFP®, CFA
President | Chief Executive Officer | Owner
David Little pursued a career in financial planning because he knew he could make a difference. As a financial planner, he gets the opportunity to know his clients well, and with that knowledge, he offers financial strategies that are custom-tailored to clients’ needs.
As President and CEO, Dave sets the direction for Eclectic Associates. He makes sure that the financials are in order and that staffing needs are met. As a member of the investment committee, he helps select the portfolio strategies that the firm will use to achieve clients’ goals.
Even with such high-level responsibilities, Dave still has the pleasure of working one-on-one with clients, particularly business owners and high-level executives. His clients are smart, successful people who know they need help financially, and Dave enjoys the opportunity to instill confidence that they’re on the right track with their money.
Outside of work, Dave is an active member of the community. A resident of La Habra Heights with his wife and four kids, he is a member and past president of La Habra Rotary Club and La Habra Boys and Girls Club. It was during his tenure on the board that he received the EDDY Award for excellence. In his free time, Dave enjoys traveling--with Monterey, California, being one of his favorite destination spots.
Education and Designations
B.A., Business, with Finance Emphasis, Biola University
CERTIFIED FINANCIAL PLANNER™ Professional, CFP Board of Standards
Chartered Financial Analyst®, CFA Institute
Member, National Association of Personal Financial Advisors (NAPFA)
Member, CFA Society
Member and Past President, Financial Planning Association, Orange County Chapter