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Abby Hasling, CFP®

Financial Advisor

Abby Hasling is a financial guide for her clients, helping them navigate their life stages alongside the financial planning process. She works with clients to define their objectives and then crafts the strategies that help them effectively use their resources to meet those goals. As a CERTIFIED FINANCIAL PLANNER™ professional, Abby brings a holistic perspective to financial planning, with added expertise in estate, special needs, and retirement planning.

Abby originally planned to be a mechanical engineer, but as a Texas Tech undergrad, she quickly realized she wanted a career that allowed her not only to problem-solve but also to serve others. Financial planning was the answer for her. She changed her degree to personal financial planning and went on to earn her CFP® designation. Today, she enjoys creating roadmaps for clients’ goals, a process that helps build relationships that grow deeper with each interaction.

A resident of Walnut Creek, Abby is passionate about service to others, both in and out of the office. She is a volunteer with the National Multiple Sclerosis Society and several local organizations. Abby was selected to participate in the Rotary Club of Park Cities’ Legacy of Leadership program which is designed to equip servant leaders to effect positive change on a local, national, and global scale.  A golfer since elementary school, she is still avid about the game. And with Mexican food being her favorite cuisine, the former Texas resident is busy seeking out the best salsa and margaritas in the East Bay.

Education and Certifications

  • CERTIFIED FINANCIAL PLANNER™ Certification, CFP Board of Standards

  • Bachelor of Science, Personal Financial Planning, Texas Tech University

Memberships and Community Involvement

  • Member, National Association of Personal Financial Advisors (NAPFA)

  • Member, Financial Planning Association (FPA)

  • Volunteer, National Multiple Sclerosis Society