David Little (BS, CFA®, CFP®)

David Little focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • College/Education Planning
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

     Eclectic Associates has been in business for 25 years.  Our financial planning services include retirement income projections and ongoing investment advice.  Assisting people in how to take money from their retirement and investment accounts is one of the key benefits for retirement clients.

Additional Information

     David Little joined Eclectic Associates in 1992. He is a Chartered Financial Analyst, Certified Financial Planner, and an Accredited Investment Fiduciary, and has a bachelor’s degree in business with an emphasis in finance from Biola University. Dave is also active in industry and civic organizations as well as his church.

NAPFA Start Date

June 09, 1993

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This Office

1021 W Bastanchury Rd Ste 120 Fullerton, CA 92833-2248 Phone: (714) 738-0220 Fax: (714) 738-0483