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 Advisory 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...

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Blogs

Week of June 21, 2022

Jun 21, 2022

Last week, the U.S. equity markets suffered one of the worst weeks in years sparked by the Federal Reserve (Fed) raising...

Week of June 13, 2022

Jun 13, 2022

With a disappointing employment report last Thursday and a hotter-than-expected consumer price index (CPI) report on...