Eclectic Associates is a financial planner in Fullerton, CA. The firm provides comprehensive financial planning and investment management to individuals and families throughout Southern California, including Orange County and Los Angeles. As a fee-only, fiduciary Registered Investment Advisor, the firm offers guidance centered on the client's best interests without receiving commissions or outside compensation.
Founded in 1984 by Bill Camp, the firm has grown into an independent advisory firm with over 42 years of experience. The team includes financial professionals such as partners and advisors who specialize in assisting pre-retirees, retirees, business owners, and professionals navigating job changes. Their services are designed to help clients manage complex life events, such as receiving an inheritance, exiting a business, or adjusting to the loss of a spouse. The firm utilizes a coordinated approach to connect all areas of a client's financial life, offering ongoing plan adjustments as life circumstances change.
The business maintains a well-optimized website that search engines can read cleanly, ensuring their information is easily accessible.
Eclectic Associates provides personalized financial planning to help clients in Fullerton and the surrounding areas achieve confidence in their financial future.