Financial Planning for Disney Professionals
Put Your Disney Compensation to Work
We are here to help you:
Maximize Your Compensation Package
Navigate RSUs, Taxes, and Transitions
Build Toward the Future You Want
Your Disney Compensation, Working Toward Your Goals
You have goals. Maybe you want to buy a home in Anaheim Hills or Burbank. Maybe you’d like to retire early and spend more time doing what you love. Or maybe you just want to know that your finances are organized and working for you.
Whatever your goal, you need to know that your Disney compensation and benefits can help get you there. But making the most of those benefits takes some navigation. You may recognize yourself here:
How do my 401(k), Disney pension, and restricted stock units fit together?
Should I take my Disney pension as a lump sum or monthly payments?
My RSUs just vested. What do I owe California, and what should I do with the shares?
Do I have too much of my net worth tied up in DIS stock?
I know I'm leaving something on the table. Where do I start?
Eclectic Associates works with Disney professionals to bring clarity to a layered financial picture so you can pursue what matters most.
Some of the Disney Professionals We Work With
Corporate Executives
Studio Professionals
Imagineers
Hulu Employees
Animation Professionals
Senior Managers
Production Executives
Technology Professionals
A Plan Built Around Your Disney Compensation
We work with you to:
See Your Full Compensation Picture
Coordinate your RSUs, pension, 401(k), ESPP, and HSA in one clear plan.
Run the Numbers Before You Decide
Model the tax and timing impact of vesting, diversification, and retirement choices.
Build Toward What Comes Next
Create a plan around your goals, your timeline, and the life you want.
A Local Firm That Knows Your World
At Eclectic Associates, we work with professionals navigating the kind of financial complexity a Disney career brings: RSUs that vest on their own schedule, multiple retirement accounts to coordinate, and a California tax picture that can take more than you anticipate. We understand the landscape, and we put that understanding to work for you. As a fee-only, fiduciary firm, we earn no commissions and have no products to sell.
Based in Fullerton, California, we serve Disney professionals across Anaheim, Burbank, Glendale, Santa Monica, and the greater Los Angeles region. We work with you to:
Plan for the tax impact of RSU vesting before shares hit your account.
Decide whether to take your pension as a monthly payment or a lump-sum rollover.
Build a diversification strategy to reduce your concentration in DIS stock.
Coordinate your 401(k) contributions to capture the full company match.
Evaluate your employee stock purchase plan alongside your overall investment strategy.
Plan a home purchase in some of Southern California's most competitive markets.
Make deferred compensation elections that account for California's tax treatment at distribution.
Whatever you are working toward, our goal is to help get you there.
Disney Companies We Serve
We work with professionals across the full Disney enterprise, from the parks to the studio lot and beyond, including:
Our Services Include:
How We Work Together
1
Start the Conversation
Schedule a call to talk through your situation.
2
Understand Your Picture
We learn about your goals and gather financial details.
3
Keep the Plan on Track
As your career and life evolve, we help keep your plan current.
Are We a Match?
We may be a good fit if you are a Disney professional and:
Are ready to put your Disney benefits to work for the life you want.
Want an advisor who already understands your world, so you can focus on your goals.
Seek a local partner close to where you live and work, in the heart of Southern California.
Ready to Take the Next Step?
You have goals. Your Disney compensation is one of your most powerful tools for reaching them. Let's build a plan around both.
Or reach us directly at 714-738-0220