Carl Lachman (BA, CFP®, MBA)
Carl Lachman focuses in the
following client markets or areas of practice:
- Business Owners
- Charitable Giving
- College/Education Planning
- Estate & Generational Planning Issues
- Retirement Planning & Distribution Rules
- Business Owners
- Charitable Giving
- College/Education Planning
- Estate & Generational Planning Issues
- 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
Additional Information
Carl Lachman loves to help people make good decisions about their money. It is a love that drives his work at Eclectic Associates and spurs him to volunteer to teach financial courses in the community. He feels gratified to see clients and class attendees alike grasp a concept and apply it successfully to their finances.
Carl actually started his working life as the owner of a graphic design company. He later found his niche as a financial advisor, but he still draws on his experience as a small business owner and consultant in working with Eclectic’s clients, particularly clients who own a business.
As a financial advisor, Carl provides comprehensive financial advice, including small business management and estate planning advice. As vice president, he helps manage the business side of Eclectic Associates, sharing in management decisions and advising the company president.
NAPFA Start Date
August 24, 2009
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