Broker Check

Meet the Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Haley Hitchman, MSFP, AIF®, CPFA

Owner/President

(831) 578-5540

haley.m.hitchman@lpl.com

Haley Hitchman began her career in the financial services industry in 2008, during the height of the Great Recession. This formative experience provided her with a strong foundation in navigating market volatility and guiding clients through complex economic conditions. She served as a financial advisor with a local investment firm, where she became a partner in 2016. In this role, she was actively involved in portfolio research and construction, comprehensive financial planning, and the strategic growth of the firm’s client base.


In 2024, Haley founded Hitchman Financial Consulting, where she provides personalized investment management and financial planning services. She is deeply committed to building meaningful client relationships and empowering individuals and families with the confidence to pursue their financial goals.

In 2025, Haley earned a Master’s Degree in Financial Planning and Financial Psychology from Creighton University, further strengthening her expertise in both the technical and behavioral aspects of financial decision-making.

A resident of Monterey County, Haley enjoys hiking, boating, and cooking with her husband and son.

 
 
 
 
 
 
 

STRATEGIC RESOURCES

JFC ADVISOR NETWORK

JFC Advisor Network is a firm located in Lincoln Nebraska offering comprehensive support services to affiliated advisors. Through JFC's staff, their team can assist with processing business, training, product knowledge, money management and legacy planning. JFC Advisor Network joins together over a 300 LPL financial advisors in seeking to provide the synergy for improved product, service and support to you, the end client. visit www.jfcadvisor.com. 


LPL FINANCIAL

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,* supporting nearly 22,000 financial advisors, and approximately 800 institution-based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

*No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2023); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States. 

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.