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Bill Hastie, MBA, CFP®, CIMA®, AIFA®, RMA®, C(k)P®, CPFA®

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