Carl Lachman, MBA, CFP®

Vice President | Financial Advisor | Owner

Carl Lachman enjoys helping people make good decisions about their money. This drives his work at Eclectic Associates and causes 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 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.

Beyond his work at Eclectic, Carl is dedicated to serving the community. He has moderated “It’s Your Money” and “It’s Your Estate” community classes since 2011. He has also served as an Assistant Scoutmaster in the Boy Scouts, a trustee board member of the Raymond M. Alf Museum of Paleontology, a member of the Newport Beach Sunrise Rotary Club, on the alumni boards for The Webb Schools and UCLA Anderson, and on the board for the Grapevine Outreach, a nonprofit organization that assists victims of domestic violence.

An avid reader, Carl has a library of more than 10,000 books. He also has visited more than 80 national parks and national monuments, traveling to the majority of them with his wife and children.

Education and Designations
B.A., Economics, with a Minor in Math, Occidental College
MBA, with a Finance Emphasis, UCLA Anderson School of Management
CERTIFIED FINANCIAL PLANNER™ Professional, CFP Board of Standards

Memberships
Member, Financial Planning Association (FPA)
Member and Registered Financial Advisor, National Association of Personal Financial Advisors (NAPFA)
Member, Orange County Estate Planning Council