What departments does Eclectic Associates have?

Eclectic Associates has employees across 2 departments including Finance, Operations.

What is the largest department at Eclectic Associates?

The largest department at Eclectic Associates is Finance with 4 employees.

Where are Eclectic Associates employees located globally?

Eclectic Associates has employees across 1 continents and 1 countries including United States Of America.

How has Eclectic Associates's team size changed over time?

Eclectic Associates's team has grown from approximately 12 to 13 employees based on available data.

Eclectic Associates Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Eclectic Associates is a financial services firm based in Fullerton, California, offering comprehensive financial planning and investment management. The firm emphasizes a client-centric approach, operating as an independent, fee-only Registered Investment Advisor that serves individuals and families across Orange and Los Angeles counties as well as nationwide, with a focus on putting clients’ interests first. Founded in 1984, it combines a large advisor team with credentialed professionals to provide services such as retirement planning, cash flow analysis, insurance evaluation, tax strategies, social security optimization, estate planning, and management of company retirement plans. The organization highlights its fiduciary duty, independence, and lack of product sales or commissions, aiming to deliver consistent, all-inclusive planning and investment guidance. The firm’s structure and experience are positioned to support long-term financial decisions through a broad range of planning services delivered by a seasoned, independent advisory team.

Eclectic Associates Global Highlights

North America
25

United States Of America
25

Eclectic Associates's Leadership

R. H. C.
Financial Advisor, Owner
Mobile Phone
Email
D. N.
Trader/Operations
Mobile Phone
Email
A. S. C.
Financial Advisor
Mobile Phone
Email
J. M.
Financial Advisor
Mobile Phone
Email
M. S.
Position In Financial Paraplanner
Mobile Phone
Email
S. R.
Mobile Phone
Email

Eclectic Associates Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Entrepreneurship
Accounting
Administrative
Other

Contact profiles from Eclectic Associates

Name

Title

Contact Info

Location

Last Update

R. H. C.
Financial Advisor, Owner
Mobile Phone
Email
Oct 18, 2024
D. N.
Trader/Operations
Mobile Phone
Email
United States
Dec 23, 2025
A. S. C.
Financial Advisor
Mobile Phone
Email
Oct 05, 2025
J. M.
Financial Advisor
Mobile Phone
Email
Oct 23, 2024
M. S.
Position In Financial Paraplanner
Mobile Phone
Email
UNITED STATES
Oct 23, 2024
S. R.
Mobile Phone
Email
Jun 08, 2026

Frequently Asked Questions

What is Eclectic Associates known for?

Eclectic Associates was founded in 1984 operates in the Financial Services industry. The company's main headquarters is located in 1440 North Harbor Boulevard Suite 220 Fullerton, California 92835 United States; you can contact the main corporate office by phone at

+1-714-738-****

. Explore Eclectic Associates's company overview page for more information.

What is Eclectic Associates's most common email format?

Eclectic Associates employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Eclectic Associates email formats with LeadIQ.

How many employees does Eclectic Associates have currently?

Eclectic Associates has approximately 14 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Eclectic Associates's key employees and leadership?

As of June 2026, Eclectic Associates's key employees include:

Financial Advisor, Owner: R. H. C.
Trader/Operations: D. N.
Financial Advisor: A. S. C.
Financial Advisor: J. M.
Position In Financial Paraplanner: M. S.

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Eclectic Associates Employee Directory

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