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David H

Series 65

Greenville, SC

Hedaya Financial LLC

David Hedaya is the principal and sole advisor at Hedaya Financial LLC in Greenville, SC. He holds a Series 65 license and has three years of industry experience, including prior roles at Wilson Financial Group LLC and Epstein|Tabor|Schorr. Hedaya Financial is a registered investment adviser that provides financial planning, consulting, and accounting services to individuals, trusts, estates, and businesses. The firm emphasizes passive, low-cost investment strategies and offers advisory services on an hourly or flat-fee basis without discretionary trading authority or custody of client assets.

General tax planning College savings (529s, UTMA, etc.) Business Financial Management Founder/Business Owner Self-Employed
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