“I enjoy building relationships with clients and helping them pursue their financial goals.”
James Hedstrom is a Certified Financial Planner with Carroll Financial and a registered representative with Cetera Advisor Networks. He began his career in the financial services business in 1990.
James is recognized as a specialist on tax and investment strategies for retirement income planning and education funding.
He helps clients pursue their financial goals through a “best strategy” process. He determines which strategies from the various areas of financial planning are relevant to a client and what combination of strategies will provide the family with the “best strategy” to work towards all their objectives simultaneously.
This approach dramatically simplifies his clients’ lives by allowing them to focus on what is relevant to their objectives and eliminating options and information they do not need.
James holds the designations of Certified Financial Planner (CFP®) and Certified Public Accountant.
James and his wife Amy, with their two children, Mitchell and Emily, live in Rock Hill.
James Hedstrom's Approach
I enjoy building relationships with clients and helping them work towards their financial goals.- James Hedstrom
James is recognized as a specialist on tax and investment strategies for retirement income planning and education funding. James specializes in strategies that can reduce the overall cost of college, which may provide parents with more money for retirement and other goals.