David K. Little, CFP®, CFA®
Dave joined Eclectic Associates in 1992, just prior to graduating from Biola University with a BS in Business Finance. Upon joining the firm, he pursued further education specific to the profession. In 1995 he became a CERTIFIED FINANCIAL PLANNER™ professional and in 1997 earned his Chartered Financial Analyst® designation. Dave has helped take Eclectic Associate’s assets under management from about $20 million in 1992 to just over $500 million as of early 2013, including overseeing the acquisition of the business of a retiring investment advisor in 2010. In 2008, Dave earned the Accredited Investment Fiduciary (AIF) designation, which indicates the commitment Eclectic has to those who rely upon investment fiduciaries, particularly retirement plan sponsors.
Dave has been very active in the community over the years. He has been a member of the La Habra Rotary Club for more than 10 years, including a term as president of the club in 2010. He is a member of the Orange County Chapter of the Financial Planning Association and was president in 2005. He is a member of the CFA Institute and the National Association of Personal Financial Advisors. He is a past president of the La Habra Boys and Girls Club and currently serves as Chairman of the Board of Landmark Certified Development Corporation.