David MacLeod
Chief Investment Officer and Partner, Eclectic Associates
- Role
- Chief Investment Officer, Partner at Eclectic Associates
- Location
- Fullerton, CA, US
- LinkedIn followers
- 500 followers
About David MacLeod
David MacLeod is a financial advisor, partner, and chief investment officer at Eclectic Associates, a fee-only Registered Investment Advisor managing over $1 billion of client assets. We provide fiduciary advice that covers many aspects of a clients\' financial life. We help people with saving for retirement, proactive tax management, and investing money.
Experience
Chief Investment Officer, Partner
Jun 2006 — Present · Fullerton, CA, US
As a financial advisor, David provides comprehensive financial planning that helps give clients clarity about their financial direction. As chief investment officer, he oversees the management of clients\' investment portfolios and guides investment strategy and selection.
Education
Biola University
BS
2003 — 2006
UC Irvine
Personal Financial Planning Certificate
2007 — 2008
Skills
- Financial Analysis
- Retirement
- Employee Benefits
- Asset Management
- Investment Management
- Financial Advisory
- Wealth Management
- Strategic Planning
- College Education Planning
- Retirement Planning
- Asset Allocation
- Mutual Funds
- Investments
- Financial Planning
- Investment Strategies
- Alternative Investments
- Finance
- Investment Advisory
- Portfolio Management
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