Aimee E. Calderon
ECLECTIC ASSOCIATES | Financial ADVISOR
Fullerton, CA 92835
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CRD#: 4721423
Professional summary
Aimee E. Calderon, CFP®, who also goes by Aimee E. Hawkins, is a registered financial advisor currently at ECLECTIC ASSOCIATES, INC. located in Fullerton, California.
Aimee is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Aimee has worked at 1 firm .
Biography
Aimee Calderon first became interested in financial planning when she was in college. Aimee, who always had a knack for numbers, decided to major finance and quickly knew this was a good fit for her. She landed an internship with Eclectic Associates, learned about the fee-only, no-commission model, and avidly pursued her career aspirations, attaining the CERTIFIED FINANCIAL PLANNER™ designation in 2001.
Today, Aimee advises a broad range of clients, including successor trustees who need help in fulfilling their new role of administering a trust. She has a particular empathy for widows and strives to be a source of advice and stability for them during an unstable time. Aimee started and facilitates a support group that gives widows a space to share their experiences with one another. The experience has been truly satisfying for Aimee, who feels gratified to help people in a time of need.
When she is not at work, Aimee and her husband are busy with their three kids’ school and sports schedules. Most days, she can be found on the soccer or baseball field or in a dance studio. In addition, she volunteers with the PTA and is a teacher for 2-year-olds at The Rock Community Church.
Question & Answer
What are your service offerings?
Small Business Planning
Retirement Income Management
Retirement Planning
Comprehensive Financial Planni...
Investment Planning
Estate Planning
Do you have an area of expertise or specialization?
Comprehensive Financial Planni...
Investment Management
Retirement
Are you a "fiduciary"?
Yes
Aliases
Aimee E. Hawkins
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Aimee E. Calderon's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2001
Education
Biola University
B.A. - Business Finance
Experience
Current
October 12, 2015 - Present
ECLECTIC ASSOCIATES, INC.
Office #1: 1440 North Harbor Blvd. Suite 220, Fullerton, CA 92835RIA
CRD#: 111041
Fullerton, CA
Past
January 4, 2002 - October 15, 2010
ECLECTIC ASSOCIATES, INC.
RIA
CRD#: 111041
FULLERTON, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ECLECTIC ASSOCIATES, INC.
ECLECTIC ASSOCIATES INC | ECLECTIC ASSOCIATES, INC.
CRD#: 111041 / SEC#: 801-21175
RIA
Registered Investment Advisory firm - (5/14/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(10/12/2015)
IAR
Texas(1/14/2016)
Exams
Current Firm
ECLECTIC ASSOCIATES, INC.
ECLECTIC ASSOCIATES INC | ECLECTIC ASSOCIATES, INC.
CRD#: 111041 / SEC#: 801-21175
RIA
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Contact information
Main Address
1440 North Harbor Blvd. Suite 220, Fullerton, CA 92835
Mailing Address
Phone number
(714) 738-0220
Established
Firm type
Fiscal year end
# of Employees
15
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,743 |
| AUM (Assets Under Management) | $ 1,224,507,399 |
Red Flags
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Company Information
ECLECTIC ASSOCIATES, INC.
Financial ADVISORCRD#: 111041Fullerton, CA 92835TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
