Bill Hastie MBA, AIFA®, C(k)P®, CPFA | Hastie Financial Group

Bill Hastie MBA, CIMA®, AIFA®, C(k)P®, CFFA

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 1985, he began serving his clients as a financial advisor. For more than 30 years, he has served a broad range of client needs in investment management, financial planning and corporate retirement plan management. He served as the student-elected president of his MBA class and, at age 30, returned to Golden Gate University to teach within the MBA-Financial Planning program.

Currently Bill serves on the Executive Committee of the Salinas Valley Chamber of Commerce, on the Investment Committee of the Salinas Valley Memorial Hospital Foundation, Treasurer of the Salinas Police Foundation and on the Key for a Cure Foundation. 

He and his wife, Terri, reside in Salinas, CA, where they raised their three children.  Bill enjoys golf, travel, fishing and spending time with his family.

Bill Hastie is proud to have been recognized as a Leaders Level advisor for 2019—a distinction based on annual production attained by just 7 percent of advisors affiliated with Commonwealth Financial Network.

 

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

Industry Designations: 

  • Certified Investment Management Analyst® (CIMA®), 2020
  • Accredited Investment Fiduciary® (AIF®)
  • Accredited Investment Fiduciary Analyst® (AIFA®)
  • Certified 401(k) Professional (C(k)P®)
  • Certified Plan Fiduciary Advisor (CPFA)
  • Series 7, 24, 63, 65

Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Leaders Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Leaders Level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.