Kaden Wingerd

Written By Kristen Luke

PARAPLANNER

Kaden Wingerd is a Paraplanner at Eclectic Associates, where he supports the firm’s advisors and clients by facilitating onboarding, preparing reports, assisting with meeting prep, and maintaining client portfolios. He finds it fulfilling to know that his work helps clients steward their finances wisely, freeing them to spend more time doing what they love.

Kaden graduated from Biola University with a B.S. in Business Administration and a concentration in Financial Planning. He has completed his coursework for the CERTIFIED FINANCIAL PLANNER® certification and is currently preparing for the exam. Kaden enjoys building meaningful relationships and helping others achieve their goals. This career allows him to combine his passion for people with his interest in finance.

Kaden lives in Costa Mesa and enjoys spending his free time outdoors, including surfing, hiking, camping, fishing, and running.

EDUCATION AND DESIGNATIONS

  • Bachelor of Science, Business Administration (Financial Planning), Biola University

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