David MacLeod, CFA, CFP®

Chief Investment Officer, Financial Advisor, Owner at Eclectic Associates
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Contact Information
us****@****om
(386) 825-5501
Location
美國 加利福尼亞州 福勒頓
Skills

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Credentials

  • Chartered Financial Analyst (CFA®)
    CFA Institute
  • Certified Financial Planner (CFP®)
    CFP Board

Experience

  • Eclectic Associates
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Chief Investment Officer, Financial Advisor, Owner
      • 2006 年 6 月 - - 目前

      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. 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

  • University of California, Irvine
    Personal Financial Planning Certificate
    2007 年 - 2008 年
  • Biola University
    BS, Business Administration
    2003 年 - 2006 年

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