Courtney Hastings, CFP®

Courtney is a Director and Client Advisor at Freestone and has been with the firm since 2018. She started her career in banking as a commercial underwriter but always had an interest in wealth management and wanted to shift to a career where she could use both her desire to connect with people and her finance background. She is passionate about helping families with financial planning through each stage of life and bringing together their whole financial picture through cohesive investment management. Courtney acts as her client’s advocate and provides advice around financial decisions to help them achieve their goals.

Courtney graduated from Washington State University with a bachelor’s degree in Business Administration with a focus in Finance and minor in Psychology. She is a CERTIFIED FINANCIAL PLANNER™ professional.

Like a true Washington native, Courtney enjoys all things outdoors – a few favorites include hiking with her Chocolate Lab, backpacking, clamming on the Coast, and skiing. She also loves cooking and entertaining friends and family. She serves on the board of the Financial Planning Association, Puget Sound Chapter.