Eclectic Associates, Inc.

Clarissa Hartono is a CFP® professional with one year of industry experience, currently serving as an advisor at Eclectic Associates, Inc. She has been with Eclectic Associates since 2021 and previously worked at Injoy Life Resources. Eclectic Associates serves individuals, trusts, retirement plans, charitable organizations, and businesses, providing discretionary portfolio management alongside integrated financial planning. The firm manages over $1.2 billion in assets across approximately 1,000 client relationships, employing a long-term, diversified investment approach supported by a team of nine advisors and an internal Chief Investment Officer.

Travis Mcshane is a CFP® and CFA® with 12 years of industry experience. He has been with Eclectic Associates, Inc. since 2013. Eclectic Associates serves individuals, trusts and estates, retirement plans, charitable organizations, and businesses, primarily providing discretionary portfolio management alongside financial planning and consulting. The firm employs a team of nine advisors managing over $1.2 billion in assets, using diversified mutual funds and ETFs within a structured investment process that includes written plans, modern portfolio theory, and semiannual rebalancing.

David Little is a CFP® and CFA® with 28 years of industry experience. He has been with Eclectic Associates, Inc. since 1992 and is part of a nine-advisor team based in Fullerton, CA. Eclectic Associates serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses, primarily offering discretionary portfolio management alongside integrated financial planning. The firm uses a written Investment Plan tailored to each client, employing diversified mutual funds and ETFs with a long-term approach and semiannual rebalancing.

Aimee Calderon is a CFP® professional with 19 years of industry experience, currently serving at Eclectic Associates, Inc. since 2015. She previously worked with For His Glory Community Church from 2014 to 2016. Eclectic Associates serves individuals, trusts and estates, retirement plans, charitable organizations, and businesses, primarily providing discretionary portfolio management alongside integrated financial planning and consulting. The firm manages over $1.2 billion in assets through a team of nine advisors, employing a disciplined investment approach centered on diversified mutual funds and ETFs, modern portfolio theory, and long-term holding strategies.

Russell Murdock is a CFA® charterholder with 22 years of experience in the financial industry. He is currently an advisor at Eclectic Associates, Inc. and has worked at Seabreeze Capital Management, LLC since 2003. Eclectic Associates serves individuals, trusts, retirement plans, charitable organizations, and businesses, primarily offering discretionary portfolio management along with integrated financial planning and limited consulting. The firm employs a disciplined investment approach using diversified mutual funds and ETFs, supported by a team of nine advisors managing over $1.2 billion in assets.

Carl Lachman is a CFP® and holds a Series 65 license with 21 years of industry experience. He has been with Eclectic Associates, Inc. since 2003 and is part of a nine-advisor team based in Fullerton, CA. Eclectic Associates serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses, providing discretionary portfolio management alongside integrated financial planning. The firm employs a long-term investment approach using diversified mutual funds and ETFs, supported by a team with professional credentials and an internal Chief Investment Officer.

Russell Hall is a CFP® professional with 18 years of industry experience. He has been with Eclectic Associates, Inc. since 2007. Eclectic Associates serves individuals, trusts and estates, retirement plans, charitable organizations, and businesses. The firm focuses on discretionary portfolio management supported by integrated financial planning, employing diversified mutual funds and ETFs guided by modern portfolio theory and a long-term holding approach.

James Moore is a CFP® professional with nine years of industry experience. He has been with Eclectic Associates, Inc. since 2013, working as part of a nine-advisor team. Eclectic Associates serves individuals, trusts and estates, retirement plans, charitable organizations, and businesses, providing discretionary portfolio management alongside financial planning and consulting. The firm employs a long-term, diversified investment approach using mutual funds and ETFs, managing over $1.2 billion in assets across roughly 1,000 client relationships.

David Macleod is a CFP® and CFA® with 16 years of industry experience. He has been with Eclectic Associates, Inc. since 2010 and is based in Fullerton, CA. Eclectic Associates serves individuals, trusts and estates, retirement plans, charitable organizations, and businesses, primarily providing discretionary portfolio management alongside integrated financial planning and consulting. The firm employs a long-term, diversified investment approach, managing over $1.2 billion in assets across approximately 1,000 client relationships.

Amber Shrosbree is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Eclectic Associates, Inc. in Fullerton, CA. Prior to joining Eclectic Associates, she worked at Integrated Procurement Technologies and Westmont College. Eclectic Associates is a nine-advisor team managing over $1.2 billion in assets across approximately 1,000 client relationships. The firm serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses, providing discretionary portfolio management alongside financial planning and consulting, with an investment approach centered on diversified mutual funds and ETFs guided by modern portfolio theory.