Clarissa Hartono

CFP®

Eclectic Associates1440 N Harbor Blvd, Ste 220, Fullerton, CA 92835-4115

Languages: English, Indonesian

My Approach

Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.

The Clients I Serve

AAPI

Make sure your financial foundation is solid first, so that you can sustainably support your family without leaving yourself financially vulnerable.

Millennials & GenZ

Make saving for your future a default practice by setting up automatic transfers each month.

Women & Female Leaders

Ask as many questions as you need to feel comfortable with your financial options.

Major Milestones I Specialize In

Early Retirement or Financial Independence, First Job and Career Entry, Getting Married and Starting a Family

Our 7 Steps to Financial Planning

Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.

Summarized from the CFP® Board's Practice Standards. cfp.net

My Process

At Eclectic Associates, our goal is simple: to help you feel confident about your money and your future.

Disclosures

This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.