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 Team

Bill Hastie MBA, AIFA®, 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. In...

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...

Marisa Ikstrums

Team Leader

Marisa initially joined Hastie Financial Group in 2013 and returned to the team in 2017. As the Team Leader, she...

Alexandria Heath

Operations Coordinator

Alexandria joined Hastie Financial Group in September of 2017. As our Operations Coordinator, Alex coordinates...

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Blogs

January Health and Wellness

Jan 13, 2020

January is quite possibly my favorite month of the year. I love a fresh start and the winding down after a busy holiday...

December Newsletter

Dec 11, 2019

Investors saw November post the best month for the Dow Jones Industrial Average since last June, which was the best June...