Russell Hall, CFP®, CPWA®
DIRECTOR OF FINANCIAL PLANNING | PARTNER
When Russell Hall started as a file clerk at our firm, he actually had no idea of what financial planning was. That quickly changed, however. He saw the difference that Eclectic Associates was making in people’s lives, and he wanted to be a part of it.
Russell already had a knack for numbers and organization. He promptly complemented it with education as a financial advisor, first attaining the CERTIFIED FINANCIAL PLANNER® designation and later the Certified Private Wealth Advisor® designation. Now, as a financial advisor at Eclectic, he loves to draw on his organizational skills to get clients’ accounts in order while applying his expertise in providing personalized recommendations.
A La Mirada resident, Russell is active in the community. His involvement includes serving as president of the La Mirada Community Foundation, as past president of the Rotary Club of La Mirada, and as a board member of the North Orange County Senior Collaborative. He is also active in his church, working in children’s ministry and on the worship team. He loves spending time with his wife and daughters, writing and recording music, and is a self-professed aficionado of root beer.
EDUCATION AND DESIGNATIONS
B.A., Communication, Biola University
Certificate in Personal Financial Planning, University of California, Irvine
Certificate in Wealth Management Theory & Practice, Yale School of Management
CERTIFIED FINANCIAL PLANNER® Professional, CFP Board of Standards
Certified Private Wealth Advisor® Designee, Investments & Wealth Institute
MEMBERSHIPS
Member, Financial Planning Association (FPA), Orange County