With roots in the Monterey Bay Peninsula and Salinas Valley, we leverage our more than 40 years of combined industry experience to help businesses and individuals across the country find confidence in their financial future. Whatever your financial destination, a solid investment program can help you work toward your goals.
There are numerous options for retirement savings plans if you own a business or are self-employed. Bill started his career in the financial industry in 1981 as a financial analyst at Bank of America in San Francisco. It was another down week for the three major U.S. equity markets last week, capping off the first three week losing.
There are numerous options for retirement savings plans if you own a business or are self-employed. Bill started his career in the financial industry in 1981 as a financial analyst at Bank of America in San Francisco. It was another down week for the three major U.S. equity markets last week, capping off the first three week losing.
Services
Drives marketing strategy, campaigns, and communications programs to support Commonwealth advisors working with clients. Responsible for strategic initiatives through collaboration with internal departments and third-party service provider. Fields inquiries from advisors and provides retirement consultation on all aspects of advisors' retirement practices.
As a Registered Investment Advisory firm, we have the benefit of independence. Partnered with Commonwealth Financial Network, the nation's largest privately-held independent RIA-broker/dealer, we have zero obligation to investment products. This ensures our ability to work with a client-first focus-always.
The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT's research. The listing reflects each advisor's status in seven primary areas: DC plan assets under management (AUM), DC AUM growth rate, specialization in DC plans, years of experience, advanced industry credentials, compliance record and DC plan participation rate.
Whatever your financial destination, a solid investment program can help you work toward your goals. Hastie Financial Group leverages Commonwealth's Preferred Portfolio Services. This program allows investors to take advantage of strategic/tactical asset allocation, a time-tested approach to constructing investment portfolios.
There are numerous options for retirement savings plans if you own a business or are self-employed. As independent advisors, we are both vendor and investment neutral, helping to ensure transparency across all aspects of your plan. Increasingly we are seeing lawsuits make the news that allege 401(k) plan sponsors haven't met their fiduciary obligations to select, monitor and replace plan investments.
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