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
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. In...
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...
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 July 26, 2021
It was another volatile week on Wall Street that included both a major sell-off and new market highs. On Monday, July 19...
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Week of July 19, 2021
The U.S. equity markets dropped last week over concerns about the continued rise in COVID-19 cases worldwide and the...
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