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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

December Health and Wellness

Dec 5, 2019

Is it just me, or does it seem like we have officially entered cold and flu season? It always happens where one or two...

November Newsletter

Nov 19, 2019

Despite the headwinds of a continued trade war with China, a Brexit deal not yet finalized and an impeachment inquiry in...