Your Financial Health is our Business
Hegdahl Investment Management thrives on the meaningful connections we build with our clients, recognizing that financial success extends far beyond investment decisions alone. Whether it's a simple inquiry or a complex financial matter, we’re dedicated to offering insightful guidance and expertise to help you navigate your financial journey with confidence.
Objective Advocacy
As an Independent Registered Investment Advisor, we work for you, our clients, rather than a bank or brokerage firm. Everything we do is designed to benefit you, without the priorities of a larger institution interfering with true fiduciary guidance.
The Big Picture
While we’re here to make investment decisions and help plan your financial future, the bigger picture includes simplifying your financial life and operating as your advocate in all matters finance related.
Experience matters.
Our founder and principal, Paul Hegdahl has spent over 15 years working in banking & finance, including time at Bank of America Merrill Lynch and Goldman Sachs. He’s also operated and sold multiple businesses, and spent 7+ years working at Amazon corporate. He thinks like a banker, a business owner, and a tech worker.
In addition to his professional experience, he also holds an MBA from the University of Washington and the Chartered Financial Analyst® (CFA) designation.
Let’s chat.
Want a totally free consultation? Just got some questions? Email us, call us or fill out the form below and let’s set up a time to chat.
meet@hegdahlim.com
415-309-3472