A team that’s dedicated to your vision.
We believe we stand out in the financial advisory industry due to our proactive approach and team of talented professionals. We take the time to understand your unique goals, resources, and objectives, helping to ensure the strategies we build together align perfectly with your vision.
Bill Hastie, MBA, CFP®, CIMA®, AIFA®, RMA®, C(k)P®, CPFA®
Managing Partner, Registered Principal
Bill’s interest in the investment and financial markets began early, encouraging him to earn a BS degree in Economics with a concentration in Finance. Upon graduation, Bill began his professional career as a financial analyst for Bank of America at their world headquarters in San Francisco.Wanting to continue his formal education, Bill then earned an MBA degree in Financial Planning, allowing him to serve clients as a financial and investment advisor. Bill later returned to Golden Gate University to teach in their MBA-Financial Planning program. His passion for investment management, financial/retirement income planning, and corporate retirement plan management has spanned his career of more than 35 years serving clients locally, throughout California and nationwide.
Seeking to give back to his community that has been so good to his family and business, Bill has been involved on the boards of several non-profit organizations over the years.These non-profit organizations include local hospitals, patient care foundations, schools, and youth sports teams. He typically serves these organizations on their finance and investment committees and has served as chair of the board or president for many.
He and his wife, Terri, live in Salinas, California, where they raised their three children. Bill enjoys golf, traveling, fishing, and spending time with his family.
Education
- Bachelor of Science in Economics, Concentration in Finance
- California Polytechnic State University, San Luis Obispo, 1981
- Master of Business Administration (MBA) in Financial Planning
- Golden Gate University, San Francisco, 1984
- CIMA Education Program
- University of Chicago Booth School of Business Executive Education, 2020
Executive Education
- Massachusetts Institute of Technology (MIT), Sloan School of Management
- University of Chicago, Booth School of Business
- University of California, Los Angeles, Anderson School of Management
Industry Designations
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Retirement Management Advisor® (RMA®)
- Certified Investment Management Analyst® (CIMA®)
- Accredited Investment Fiduciary Analyst® (AIFA®)
- Accredited Investment Fiduciary® (AIF®)
- Certified 401(k) Professional (C(k)P®)
- Certified Plan Fiduciary Advisor (CPFA®)
- FINRA Series 7, 24, 63, 65
Community Involvement
- Salinas Valley Health Foundation, Board Chair, Finance and Executive Committee
- Salinas Valley Chamber of Commerce, Chair of the board and Executive Committee
- Salinas Police Foundation, Treasurer
- Key for a Cure Foundation Board, in association with St. Jude Children’s Hospital
- Hospice Giving Foundation Board
- Monterey Youth Football, Board President
- First Presbyterian Church, Foundation Chair
- Natividad Hospice Foundation Board
Ryan Hastie, CFP®, AIF®, CPFA®
Partner, Investment Advisor
Ryan joined Hastie Financial Group after practicing as a physical therapist for several years. He possesses a passion for helping others and focuses on guiding others in their financial health journey. Ryan began his time at Hastie Financial Group as an investment and portfolio analyst, focusing on research, portfolio construction, and retirement plan design. In 2024, Ryan became a partner of Hastie Financial Group, which saw him take on a larger role within the firm. He is intimately involved in developing the firm’s investment strategy for their private wealth management clients and designing and maintaining retirement plans for the firm’s 401(k) plan clients.
Ryan enjoys giving back to Monterey County, where he was born and raised. He writes for several local publications to educate the public on a variety of financial topics. Ryan also currently serves on the board of the United Way Monterey County’s Emerging Leaders Society, a group of young professionals that seeks to promote the value of volunteering, philanthropy, and advocacy throughout Monterey County.
He and his wife, Megan, live in Salinas, California, with their two daughters. Ryan enjoys playing golf, hiking, weightlifting, and fishing. He and his family love enjoying the beautiful outdoor adventures that the Monterey Peninsula has to offer.
Education
- Bachelor of Science (BS), Kinesiology
- California State University, Monterey Bay, 2013
- Doctor of Physical Therapy (DPT)
- California State University, Fresno, 2018
Industry Designations
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Accredited Investment Fiduciary® (AIF®)
- Certified Plan Fiduciary Advisor® (CPFA®)
- FINRA Series 7 (General Securities Representative)
- NASAA Series 66 (Uniform Combined State Law Exam)
Jessica K. Thomason
Operations Coordinator
Jessica joined Hastie Financial Group in early 2022 after working in various operational roles on the Monterey peninsula. Most notable was Jessica’s tenure with the Pebble Beach Company where she spent seven years working alongside multiple departments in the execution of the AT&T Pro-Am, the Pebble Beach Food & Wine, Comics 4 Kids, and the Concours de Elegance. Before her time with the Pebble Beach Company, Jessica spent six years in the retail banking industry where she established her early career in the financial world, working in various positions within Wells Fargo Bank and the Monterey Credit Union.
Jessica grew up on the Monterey peninsula and currently lives in Seaside, California, with her family. She enjoys spending time outdoors with her three dogs, hiking our beautiful local trails, and being creative artistically in her spare time.
