Aifa Bill Hastie

Founder and Managing Partner

Aifa Bill Hastie is a high-level professional, working in Commonwealth Financial Network main office of which is in 625. on the position of Registered Principal from 2018. Aifa gained professional experience in more than four positions at various companies. Aifa Bill Hastie went to the Golden Gate University and got education from 1994 to 1998. This person has these qualifications: Accredited Investment Fiduciary (Aif), 2008, Accredited Investment Fiduciary Analyst (Aifa), 2012, and Certified 401(K) Professional (C(K)P), 2014. Salinas, California is the city, where this professional was known to settle. The person's e-mail and phone can be accessed through SoftwareOfficial on demand.
Name variants:
Aifa Hastie
Last updated May 31, 2024

Contact Information

Last Update
Jul 4, 2022
Location
Salinas, CA

Workplace

Commonwealth Financial Network
Registered Principal

Waltham, MA

Industry

Financial Services

Work History

Registered Principal

29 Sawyer Rd, Waltham, MA 02453
from Nov 2018

Registered Principal

4707 Executive Dr, San Diego, CA 92121
Dec 1994 — Nov 2018

Founder and Managing Partner

307 Main St SUITE 300, Salinas, CA 93901
Privately Held 1-10 employees Financial Services industry
from Jan 2012

Managing Partner

1188 Padre Dr SUITE 101, Salinas, CA 93901
Partnership 51-200 employees Accounting industry
2006 — 2011

Occupations

Executive
Managing Partner
Founder
Professor
School Principal
Partner
Chief Executive
Founding Member
School Administrator
Educational Manager

Skills

Retirement Planning
Investment Advisory
Retirement
Financial Advisory
Investments
Asset Allocation
Investment Management
Estate Planning
Investment Strategies
Strategic Financial Planning
Securities
Wealth Management
401K
Erisa
Financial Services
Defined Benefit
Finra
Wealth
Strategic Planning
Retirement Plan Consulting
401K Rollovers
High Net Worth Individuals
Management
Finance
Mutual Funds
Qualified Retirement Plans
Financial Planners
Wealth Management Services
Alternative Investments
Iras
Personal Finance
Fiduciary
Asset Management
Stocks
Fiduciary Assessments
Pensions
Fixed Annuities
Profit Sharing
Bonds
Etfs
Investment Advisory Services
Life Insurance
Retirement Savings
Financial Planning
Hedge Funds
Portfolio Management
Equities
401 Retirement Savings Plans

FAQs about Aifa Bill Hastie

What is the main profession of Aifa Bill Hastie?

The expert is a Founder and Managing Partner.

What are the profession of Aifa?

These person's professions are Executive and Managing Partner

Where does Aifa Bill Hastie currently live?

Salinas, California is the place where Aifa Bill Hastie currently lives

How many companies did Aifa Bill Hastie work at?

Aifa Bill Hastie worked at four jobs.

Where has Aifa Bill Hastie studied?

Aifa studied at the Golden Gate University from 1994 to 1998.

What are the certifications of Aifa Bill Hastie?

The professional received the following certifications: Accredited Investment Fiduciary (Aif), 2008, Accredited Investment Fiduciary Analyst (Aifa), 2012, and Certified 401(K) Professional (C(K)P), 2014.

Are there any professional industries Aifa Bill Hastie is connected to?

This professional works in Investment Management industry.

What are the skills of Aifa Bill Hastie?

This professional has skills in the following areas: Retirement Planning, Investment Advisory, Retirement, Financial Advisory, Investments, Asset Allocation, Investment Management, and Estate Planning.
Login