James Moore, CFP^®

Eclectic Associates, Inc.

1021 W Bastanchury Rd, Ste 120
Fullerton, CA 92833-2247

(714) 738-0220

Minimums

HOUSEHOLD INCOME MINIMUM

$100,000

Investable Asset Minimum

$400,000

General

James Moore is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Eclectic Associates, Inc. in Fullerton, CA and the surrounding communities.

Financial Advisor Overview

At Eclectic Associates, we place the client at the center of everything we do. Because of this, we stand out in the industry for the following reasons: 1. We are fee-only: We have been fee-only from Day 1. We don’t accept commissions, and we don’t sell products. We get paid only by clients 2. We are fiduciaries: Like our fee-only status, we have been fiduciaries since our founding. That means we give advice that is only in our clients' best interests. 3. We have expertise: Our team is dedicated to providing the expertise our clients need to make informed decisions. Our credentials include the CFP® and CFA® designations, as well as the Master of Business Administration (MBA) degree. 4. We have a large team: With a large team of financial planners at our clients' service, they can feel confident that we will always be here for them 5. We are independent: We don’t receive mandates from any other company. We are not beholden to anyone’s interests but our clients'. 6. We are experienced: We have been in the business of financial planning since 1984. Our advisors have a combined total of over 100 years in financial planning.

Financial Advisor Experience

James Moore, CFP®, decided to pursue a career as a financial advisor because of his own personal experience trying to learn about investments, taxes, and retirement planning. He found that it was challenging to find objective, comprehensive financial advice that he knew would be in his best interest. While seeking out answers to the questions he had, he realized that he enjoyed what he was doing and wanted to help others with what he had learned. Today, James does exactly that as a financial advisor and CERTIFIED FINANCIAL PLANNER™ professional at Eclectic Associates. He finds it satisfying to answer clients’ financial questions and give them a clear path forward toward their goals. His particular areas of expertise include investments, tax planning, and retirement planning.