Kim Hedlund brought decades of administrative and office-management experience to EP Wealth Advisors when she joined the firm in 2022. Kim has always loved anything having to do with numbers, and EP Wealth is a perfect match for her enthusiasm. Inspired by a seventh-grade teacher who taught her class to pick and follow a stock on the New York Stock Exchange, graphing its daily performance, Kim promised herself “That’s what I want to do one day!” Kim passed her Series 7 General Securities Representative Qualification Examination in the early 1980s when she first started at Bear Stearns, where she traded options and equities at the firm’s institutional desk. Her career also has included roles at Dean Witter-Westwood, Kemper/Everen, where she was operations manager for Downtown L.A., and Legacy Financial. In addition, Kim owned her own business for 12 years. A huge pickleball enthusiast who loves to play as much as possible, Kim has a son currently studying business at Long Beach State as well as pursuing a career as a fireman/paramedic. Among her favorite groups at which to volunteer her time is the PS I Love You Foundation.
Orange Coast College