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David Little (BS, CFA, CFP®)

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

  • Business Owners
  • College/Education Planning
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

Eclectic Associates is a fee-only Registered Investment Advisory firm that helps provide clients with clarity and confidence through fiduciary advice that covers their entire financial life, not just their investments. Based in Fullerton, our firm works with individuals and families throughout Orange County and Los Angeles. 

We offer comprehensive financial planning and investment management to all of our clients. Our fees are all-inclusive and will encompass the following services as needed:

* Financial planning
* Retirement planning
* Investment management
* Cash flow analysis
* Insurance evaluation, including life and long-term care
* Tax strategies
* Company retirement plans
* Debt management
* Social Security optimization
* Education funding
* Health insurance guidelines
* Medicare evaluation
* Estate planning
* Charitable giving

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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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

1440 North Harbor Blvd, Suite 220 Fullerton, CA 92835 Phone: (714) 738-0220 Fax: (714) 738-0483
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