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Location Info
  
  
Event Description
  

​Eclectic Associateson
1021 W. Bastanchury Road, Suite 120
Fullerton, CA 92833


11/9/2018 1:00 PM11/9/2018 1:00 PM

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The Host-A-Student program is proud to announce:

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The Firm:

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.

Speakers:

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.

Registration:

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.

  

​Fashion Island Hotel, 690 Newport Center Drive, Newport Beach, CA 92660

11/13/2018 9:00 AM11/14/2018 7:00 PM

Are you ready to navigate today’s evolving bond market?

Explore everything from high yield to new-age bond strategies at Inside Fixed Income & Dividend Investing Summit

View The Latest Day 1 Agenda: https://finance.knect365.com/fixed-income/agenda/1

  

​Fashion Island Hotel, 690 Newport Center Drive, Newport Beach, CA 92660

11/14/2018 9:00 AM11/14/2018 1:00 PM

Are you ready to navigate today’s evolving bond market?

Explore everything from high yield to new-age bond strategies at Inside Fixed Income & Dividend Investing Summit.

View the Latest Day 2 Agenda: https://finance.knect365.com/fixed-income/agenda/2

  

​Mesa
725 Baker Street
Costa Mesa, CA 92626


Complimentary self-parking on-site.
Valet parking also available.



11/15/2018 6:00 PM11/15/2018 8:00 PM

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"TAKE LIFE WITH A GRAIN OF SALT (. . . AND A SLICE OF LIME AND A SHOT OF TEQUILA)"  Unknown 

 Please join us . . . 
  
 at Mesa in Costa Mesa 
 
The CFA Society Orange County is presenting an exclusive tequila tasting event which includes an abundance of delicious hors d'oeuvres, a fun atmosphere and great company. On the off chance that you are not a tequila aficionado, other beverage options are available.


  

UC Irvine​

11/30/2018 1:00 PM11/30/2018 4:00 PM

Details coming soon...​

  

​The Pacific Club, 4110 MacArthur Blvd, Newport Beach, CA 92660

12/12/2018 5:00 PM12/12/2018 7:30 PM

​Details coming soon...