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Eclectic Associates, Inc.
Home
About
How We Help
Insights
Giving Back
Contact
Login
Home
About
How We Help
Insights
Giving Back
Contact
Login
Aimee Calderon, CFP®
Leadership Kristen Luke 10/30/25 Leadership Kristen Luke 10/30/25

Aimee Calderon, CFP®

Financial Advisor, Partner

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Russell Hall, CFP®, CPWA®
Leadership Kristen Luke 10/29/25 Leadership Kristen Luke 10/29/25

Russell Hall, CFP®, CPWA®

Director of Financial Planning, Partner

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Clarissa Hartono, CFP®
Leadership Kristen Luke 10/28/25 Leadership Kristen Luke 10/28/25

Clarissa Hartono, CFP®

Financial Advisor

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Carl Lachman, MBA, CFP®
Leadership Kristen Luke 10/26/25 Leadership Kristen Luke 10/26/25

Carl Lachman, MBA, CFP®

Vice President, Partner

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David Little, CFA, CFP®
Leadership Kristen Luke 10/26/25 Leadership Kristen Luke 10/26/25

David Little, CFA, CFP®

President, CEO, Partner

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David MacLeod, CFA, CFP®
Leadership Kristen Luke 10/25/25 Leadership Kristen Luke 10/25/25

David MacLeod, CFA, CFP®

Chief Investment Officer, Partner

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Travis McShane, CFA, CFP®
Leadership Kristen Luke 10/24/25 Leadership Kristen Luke 10/24/25

Travis McShane, CFA, CFP®

Financial Advisor, Partner

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James Moore, CFP®
Leadership Kristen Luke 10/23/25 Leadership Kristen Luke 10/23/25

James Moore, CFP®

Financial Advisor, Partner

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Amber Shrosbree, CFP®
Leadership Kristen Luke 10/17/25 Leadership Kristen Luke 10/17/25

Amber Shrosbree, CFP®

Financial Advisor

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1440 North Harbor Boulevard, Suite 220, Fullerton, California 92835  |  Phone: 714-738-0220
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Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.