James Moore, CFP®
James Moore decided to pursue a career as a financial advisor because of his own personal experience trying to learn about investments, taxes, and retirement planning. He found that it was challenging to find objective, comprehensive financial advice that he knew would be in his best interest. While seeking out answers to the questions he had, he realized that he enjoyed what he was doing and wanted to help others with what he had learned.
Today, James does exactly that as a financial advisor at Eclectic Associates. He finds it satisfying to answer clients’ financial questions and give them a clear path forward toward their goals. His particular areas of expertise include investments, tax planning, and retirement planning.
A Fullerton resident, James loves spending his free time with his wife and kids. He is also an active member of his church.
Education and Designations
B.S., Business Administration, Biola University
CERTIFIED FINANCIAL PLANNER™ Professional, CFP Board of Standards