Haley Hitchman AIF®, CPFA®
Haley began her career in 2008, during the start of the Great Recession. This challenging time in the economy and investment market has given her the unique experience to navigate portfolios during difficult times and fostered her passion to walk clients through their financial journey.
In 2016, Haley became a partner of Hastie Financial Group. She developed her experience by building and monitoring asset allocation models and providing investment research.
She has played in integral role in building the firm’s client base and strengthening client relationships. When working with clients during the financial planning process, Haley takes a comprehensive approach to provide clients confidence. She considers all aspects of a client’s financial life by incorporating retirement income planning, tax strategies, life insurance needs and estate planning goals.
Outside of the office, Haley enjoys spending time with her family who keep her busy with her husband, active young son and two dogs. They enjoy hiking, swimming, golfing and traveling together.
Education:
- Bachelor of Arts in Communications, Minor in Legal Studies
San Jose State University, 2007
Industry designations:
- Accredited Investment Fiduciary® (AIF®)
- Certified Plan Fiduciary Advisor (CPFA®)
- Series 7, 63, 66
