Eclectic Associates Employee Directory

Eclectic Associates corporate office is located in 1440 N Harbor Blvd Ste 220, Fullerton, California, 92835, United States and has 11-50 employees.

eclectic associates inc

eclectic investment management llc

Employees by Department

Departments

Number of employees

Finance

Sales

Legal

Key Employees of Eclectic Associates

PB
Patricia Buchh...
Chief Compliance Officer, Paraplanner & Partner
PhoneEmail
DM
David MacLeod
Chief Investment Officer & Partner
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Eclectic Associates Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Eclectic Associates

Hundreds of professionals searching for Eclectic Associates have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

DM
David MacLeod
Email Direct
Chief Investment Officer & Partner
United States , California , Fullerton

AC
Aimee Calderon
Email Direct
Financial Advisor
United States , California , Fullerton

TM
Travis McShane
Email Direct
Financial Advisor
United States , California , Fullerton

RH
Russell Hall
Email Direct
Director, Cfp, Cpwa of Financial Planning & Partner
United States , California , Fullerton

CH
Clarissa Hartono
Email Direct
Financial Advisor
United States , California , Fullerton

PB
Patricia Buchholtz
Email Direct
Chief Compliance Officer, Paraplanner & Partner
United States , California , Fullerton

JM
Jennifer Murdock
Email Direct
ChFC Paraplanner
United States , California , Fullerton

MK
Maya Kridner
Email Direct
Paraplanner, Notary Public, Partner
United States , California , Fullerton

CT
Cheryl Thompson
Email Direct
Client Relations Partner
United States , California , Fullerton

SR
Scott Rojas
Email Direct
Vice President, Financial Advisor, Certified Financial Planner (CFP)
United States , California , Fullerton

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Frequently Asked Questions Regarding Eclectic Associates Employees

How many employees does Eclectic Associates have?

Eclectic Associates has 11-50 employees

Who are Eclectic Associates key employees?

Some of Eclectic Associates key employees are Patricia Buchholtz, David MacLeod

Where is Eclectic Associates located?

Eclectic Associates’s headquarters are located at 1440 N Harbor Blvd Ste 220, Fullerton, California, 92835, United States

How do I contact Eclectic Associates?

Eclectic Associates Contact Info: Phone number: (714) 738-0220 Website: www.eclecticassociates.com

What does Eclectic Associates do?

Eclectic Associates, Inc. is a fee-only financial planning firm based in Fullerton, California, founded in 1984. The company provides comprehensive financial planning and investment management services to individuals and families throughout Southern California, focusing on their best interests as fiduciaries. Their clients include pre-retirees, ret... Read More

Is Eclectic Associates a public company?

Eclectic Associates is private company therefore does not currently have an official ticker symbol

See more information about Eclectic Associates Employees