Wealth Management, Financial Planning| Hastie Financial Group

Welcome to Hastie Financial Group

With roots in the Monterey Bay Peninsula and Salinas Valley, we leverage our more than 40 years of combined industry experience to help businesses and individuals across the country find confidence in their financial future.

Investment Management

Whatever your financial destination, a solid investment program can help you work toward your goals.

Comprehensive Financial Planning

Our comprehensive financial plan helps you go from “concerned” to “confident.”

Retirement Plan Design and Management

There are numerous options for retirement savings plans if you own a business or are self-employed.

Your Team

Bill Hastie MBA, AIFA®, C(k)P®, CPFA | Hastie Financial Group

Bill Hastie MBA, CIMA®, AIFA®, RMA®, C(k)P®, CPFA

Managing Partner, Registered Principal

Bill started his career in the financial industry in 1981 as a financial analyst at Bank of America in San Francisco. ...

Haley Hitchman AIF®, CPFA

Partner, Financial Advisor

Haley joined Hastie Financial Group in 2008 and became a partner in 2016. As a partner and advisor, Haley assists in the...

Marisa Ikstrums | Best Financial Advisors Team | Hastie Financial Group

Marisa Tremblay

Team Leader

Marisa initially joined Hastie Financial Group in 2013 and returned to the team in 2017. As the Team Leader, she...

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Blogs

Week of September 20, 2021

Sep 20, 2021

It was another down week for the three major U.S. equity markets last week, capping off the first three week losing...

Week of September 13, 2021

Sep 13, 2021

All three major U.S. equity markets finished lower last Friday, with the Dow and S&P 500 posting a fifth straight day of...