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
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...
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...
Team Leader
Marisa initially joined Hastie Financial Group in 2013 and returned to the team in 2017. As the Team Leader, she...
Client Relationship Coordinator
Alexandria joined Hastie Financial Group in September of 2017. As our Client Relationship Coordinator, Alex coordinates...
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Blogs
July 2, 2020
Good Thursday morning, The U.S. equity markets were mixed yesterday with the Dow Jones Industrial Average dropping 77.91...
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July 1, 2020
Stocks rallied in the final trading hours of June to finish the best quarter since 1987 for the Dow Jones Industrial...
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