Haley Hitchman, AIF<sup>®</sup>, CPFA<sup></sup>

Haley Hitchman, AIF®, CPFA

Partner, Financial Advisor

Haley joined Hastie Financial Group in 2008. In 2010, Haley became registered with her Series 7. She also holds a Series 63 and 66, registrations through Commonwealth Financial Network. She assists in the development and monitoring of asset allocation models and works with clients, preparing and reviewing account information. She also plays an integral role in helping to build the firm’s client base by meeting with new and prospective clients.

Haley has gained the Accredited Investment Fiduciary® (AIF®) and Certified Plan Fiduciary Advisor (CPFA) designations. The AIF® designation represents a thorough knowledge of and ability to apply the fiduciary practices. Through fi360's AIF® training programs, Haley has received instruction on the legal and best practice framework they are built upon. AIF designees have a reputation in the industry for the ability to implement a prudent process into their own investment practices as well as being able to assist others in implementing proper policies and procedures.

Haley earned her Bachelor of Arts degree in Communications with a minor in Legal Studies from San Jose State University in 2007. She is a past member of the Salinas Valley Business Women’s Networking Group. Haley and her husband, Jason, live in Prunedale, CA where they enjoy spending time boating, golfing, playing softball. Haley also enjoys spending time cooking and being outdoors.