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
June 1, 2020
Good morning, As hopes rise with the (at least partial) reopening of many local economies, so have the U.S. equity...
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May 29, 2020
Happy Friday, Yesterday has another nice day in the U.S. equity markets, that is until the announcement of the President...
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