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...
Client Relationship Coordinator
Alexandria joined Hastie Financial Group in September of 2017. As our Client Relationship Coordinator, Alex coordinates...
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Blogs
August 10, 2020
U.S. equity markets ended an otherwise very positive week with mixed results, with the Dow and S&P 500 posting modest...
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August 7, 2020
Another solid performance on Wall Street yesterday pushed the NASDAQ past the 11,000 mark for the first time in history...
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