Eric Hedberg, CPA/PFS®, CFP®
Integrator/Financial Advisor
For Eric, finance and relationships go hand in hand. Since joining Box Financial Advisors in September 2013, he has built a practice centered on getting to know his clients deeply and using that knowledge to help them build the lives they envision. In addition to his advisory work, Eric serves as the firm's Integrator (COO), overseeing day-to-day operations to ensure clients receive a seamless, high-quality experience.
Eric specializes in working with individuals and families with investable assets of more than $1,000,000, providing comprehensive financial planning solutions tailored to their unique goals and circumstances. He has a particular passion for working with executives navigating complex compensation packages, including stock options and RSUs, helping them make the most of every component of their financial picture.
Eric's credentials reflect the breadth of his expertise. In addition to the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, he holds a CPA with an emphasis in Personal Financial Planning (PFP), a background that allows him to approach financial planning with a deeper understanding of the tax landscape and how it intersects with his clients' broader goals.
Eric graduated from Bethel University in 2014 with a degree in Accounting and Finance.
Get to Know Eric:
- Eric enjoys spending time with his wife, Emily, their four children, and their goldendoodle, Axel, at their home in New Hope.
- Eric and his family are often found enjoying time in their cabin, golfing, going on family walks, and being active in their church community.