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 November 22, 2021

Nov 22, 2021

President Biden is expected to announce in the coming days his nomination for the next Federal Reserve Chair. Current...

Week of November 16, 2021

Nov 16, 2021

Stocks are coming off a losing week after last month’s consumer price index (CPI) made its largest annual increase in...