The Host-A-Student program is proud to announce:
At Eclectic Associates, we provide comprehensive financial planning and investment management to help you feel confident about your money and your future. Based in Fullerton, California, we are a Registered Investment Advisor Firm providing fee-only, fiduciary services.
Scott Rojas, MBA, CFP®
Scott joined Eclectic Associates, Inc. in August 2004. He has a bachelor’s degree in business administration from Biola University (1993) and an MBA from Cal Poly Pomona (2004). Scott earned the CERTIFIED FINANCIAL PLANNER™ designation in 2008. His previous work experience includes working as a senior financial analyst in the Biomedical Research Division and a financial systems analyst for the North American Commercial Operation Division at Beckman Coulter. Prior to Beckman Coulter, Scott worked as a team leader at American Funds Service Company and worked at T. Rowe Price as an investor center representative.
David MacLeod, CFP®, CFA®
David joined Eclectic Associates in 2006 and earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2009. In 2013, David completed the rigorous Chartered Financial Analyst® (CFA®) program to earn the CFA® charter. David is a graduate of Biola University where he received a bachelor’s degree in business administration. David has previously served as a board member and membership chair of the Financial Planning Association of Orange County.
Travis McShane, CFP®, CFA®
Travis joined Eclectic Associates in 2010 and earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2013. Travis has also completed the Chartered Financial Analyst® (CFA®) program to earn the CFA® charter. Travis is a graduate of California State University, Fullerton where he graduated magna cum laude with a bachelor’s degree in finance. He went on to complete his CFP® coursework at the University of California, Irvine.
If you are currently an undergraduate or graduate student, and/or a candidate in the CFA Program, and you are located in the Orange County area and would like to learn more about the investment profession and capital markets from the top experts in the industry, register for this great event today. Please use the link, below, to register; students will be admitted on a first come first served basis!
If you have any questions about the event or Host-a-Student, feel free to e-mail Charles Worden and Finbar O’Brien at CFAOCHAS@gmail.com
. If you register for this event and are unable to attend the event, please inform us as there may be other students who wish to attend. Professional attire (business casual) is highly encouraged.