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Calvin Hedman

Advisor at Catalina Capital Group, LLC

Updated today
Catalina Capital Group, LLC logo

Firm

Catalina Capital Group, LLC

Location

Torrance, CA 90505

Credentials

Series 63, Series 65

Industry experience

20 years

About

Calvin Hedman is a financial advisor with Catalina Capital Group, LLC, holding Series 63 and Series 65 licenses and over 20 years of industry experience. His career includes leadership roles at Hedman M&A Advisors and Hedman Partners, as well as involvement in public accounting through HP Holdings, Inc. Hedman serves as Co-Chair of the Board of Directors for the Santa Clarita Valley Economic Development Corporation and participates in financial oversight for Real Life Church. Catalina Capital Group provides portfolio management, pension and financial consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental, quantitative, technical, and modern portfolio theory analysis, offering direct-index separately managed accounts with daily tax-loss harvesting and custom reporting.

Client services

Based on Catalina Capital Group, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Catalina Capital Group, LLC

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Annuities

Fee options

Fixed

Up to $250,000 for pension consulting plans

Percentage

Up to 1.50%

Project-based

$300 per hour

Location

2601 Airport Drive, Suite 375

Torrance, CA 90505

Most active in

California

Work history

Catalina Capital Group LLC

2017 - Present (9 years)

Enright Premier Wealth Advisors, Inc.

2009 - Present (17 years)

Hedman M&A Advisors

2005 - Present (21 years)

S.C. Business Promotions

2004 - Present (22 years)

Raleigh Hedman Insurance Services, Inc.

2000 - Present (26 years)

Hedman Partners

1994 - Present (32 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Nelson W

Series 65

Los Alamitos, CA

Open Square Capital, LLC

Active portfolio management
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Linda W

CFP®, Series 63, Series 65

Long Beach, CA

Linda A. Walker, CFP

General retirement planning Income planning Cash flow / budgeting
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Max P

CFP®, Series 66

Playa Del Rey, CA

Pashman Financial LLC

College savings (529s, UTMA, etc.) Business ownership considerations Cash flow / budgeting General estate planning guidance Retirement withdrawal strategies Self-Employed
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Stephen K

Series 63, Series 65

Cerritos, CA

Sierra Madre Partners LLC

Active portfolio management Options & derivatives strategies
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James R

CFP®, Series 63

Rancho Palos Verdes, CA

Reeves, James, Townsend

Options & derivatives strategies Tax-loss harvesting Wealth management

John P

CFP®, RICP®, EA

Hawthorne, CA

Otium Advisory Group, LLC

I’m John C. Pak, a Certified Financial Planner™ and founder of Otium Advisory Group. My mission is to help time-starved professionals—those who barely have time for lunch—cut through the noise and finally feel confident about their financial future. With a clear, no-fluff approach to retirement readiness, I create simple, effective strategies designed to fit real life—not a textbook. I believe financial planning shouldn’t feel like a second job, so I focus on what matters most, eliminating the jargon and complexity that gets in the way. Aside from my life-long devotion to personal finance, my other passion point is teaching. I've been presenting retirement literacy courses at select Southern California Universities since 2014. I believe… - If you are open to the idea of prioritizing, organizing, and purging, you will save time and money. - If you change the way you see things, you will change the way you do things. - If you find someone to go along with you on your financial journey, you will have more success. Take advantage of the complimentary consultation. I look forward to sharing my vision of how we can get you to the finish line.

General retirement planning General tax planning Sandwich Generation Gen X (Born 1965-1980)
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