James Hedstrom

  • CFP®
  • CPA
  • CCPS

Financial Advisor

“I enjoy building relationships with clients and helping them achieve their financial goals.”

James Hedstrom is a Certified Financial Planner practitioner with Carroll Financial, and a registered securities representative with Cetera Advisor Networks, LLC. He began his career in the financial services field in 1990.

James is recognized as a professional on tax and investment strategies for retirement income planning and education funding. One of his clients was recently featured in a Forbes magazine article about families that have implemented tax strategies that help reduce the overall cost of education and optimally have more money for retirement.

James specializes in strategies that can reduce the overall cost of private high school and college, which may provide parents with more money for retirement and other goals. He does this through a “best strategy” process whereby 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 their “best strategy” to potentially accomplish all of their objectives simultaneously.

One of the greatest attributes of James’s “Best Strategy” approach is that it dramatically simplifies his client’s lives by allowing them to focus on what is relevant to their objectives and eliminating options and information that they don’t need. Private school, college and retirement: Three goals, one strategy.

He holds the designations of Certified Financial PlannerTM (CFP®) and Certified Public Accountant (CPA).

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 professional on tax and investment strategies for retirement income planning and education funding. James specializes in strategies that can reduce the overall cost of private high school and college, which may provide parents with more money for retirement and other goals.