Aimee E. Calderon
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Financial Planning
- Investment Management
Specializations
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...
Other Aliases
Aimee E. Hawkins
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
Website
xxxxxxxxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
19 years in the financial services industry
Current & Past Employments
Education
Biola University
Business Finance, B.A.
Business Finance, B.A.
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Current Firm
ECLECTIC ASSOCIATES INC | ECLECTIC ASSOCIATES, INC.
Contact Information
Main Address
1440 North Harbor Blvd. Suite 220, Fullerton, CA 92835Phone Number
(714) 738-0220# of Employees
17SEC notice filing (13 States and Territories)
Registered to provide investment advisory services in 13 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
4,290AUM (Assets Under Management)
$1,473,498,385Similar Advisors
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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.
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Primary Firm SEC Registration
ECLECTIC ASSOCIATES INC | ECLECTIC ASSOCIATES, INC.
State Registrations and Notice Filings
(10/12/2015)
(1/14/2016)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Aimee E. Calderon's CRS (Customer Relationship Summary).
Services Offered by Aimee
- Financial Planning
- Investment Management
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