Our Team
Bill Hastie
Financial Advisor
- MBA Degree in Financial Planning, 1984
Golden Gate University, San Francisco, CA
- BS Degree in Economics, Concentration in Finance, 1981
California Polytechnic State University, San Luis Obispo, CA
- AIF® (Accredited Investment Fiduciary®) Designation, 2008
- More than 25 years financial planning and investment management experience
Teddi Readinger, CFP®
- BS Degree in Chemical Engineering, 1996
Rice University, Houston, TX
- Served as a U.S. Naval Officer for 6 years
- More than 6 years financial planning and investment management experience
Haley Ellerston
- BA Degree in Communication Studies, Minor in Legal Studies, 2007
San Jose State University, San Jose, CA
- Holds FINRA Series 7, Series 63 and Series 66 licenses
Terri Hastie
Compliance and administration
- BS Degree in Economics, Concentration in International Trade & Development, 1982
California Polytechnic State University, San Luis Obispo, CA
Stacie Foxworthy
receptionist
- General Studies, 2008-Present
Hartnell College, Salinas, CA
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»Our Mission
We are committed to helping our clients meet and exceed their financial goals so they may focus on the most important things in life.
» Our Vision
To be trusted for our professional expertise, personal integrity and exceptional service.
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LPL Financial
Broker/Dealer Firm
- Largest Independent Broker/Dealer Firm in the Nation Last 11 Years
- Primary Source of Unbiased Investment Research and Initial Portfolio Design
- Sponsor of our Strategic Asset Management (SAM) Investment Management Platform
- Internal Operations in San Diego, CA; Research Department in Boston, MA
- Hastie Financial Group and William Hastie rank in the top 10th percentile of more than 12,000 advisors at LPL Financial*
*Based on total revenues, as reported in Financial Planning magazine, June 1996-2007. |
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