Courtney Hastings, CFP®
Director | Client Advisor | Seattle, WA
chastings@freestonecapital.com
Phone
206.707.7336
206.707.7300
Fax
206.707.7399
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.
Education
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.
Outside Freestone
As a true Washington native, Courtney loves the outdoors—whether it’s hiking with her chocolate lab, backpacking, clamming on the coast, or skiing. She also enjoys cooking and hosting friends and family. In addition to her passions, she serves on the board as President of the Financial Planning Association, Puget Sound Chapter
Recognition
In 2024, Courtney was recognized by InvestmentNews as a Rising Star on its list of the ‘Best Wealth Managers and Advisors Under 40’ in the USA”. She was also recognized by Five Star Professional as a Five Star Wealth Manager in 2025
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. For additional information visit Freestone’s Disclosure Page: https://www.freestonecapital.com/important-disclosures. The Five Star Wealth Manager award is administered by Five Star Professional (FSP) and was issued on 2/1/2025 for the time period covering 5/15/2024 through 11/29/2024 (for methodology, click https://fivestarprofessional.com/ref/research/WM_ResearchMethodology.pdf). Freestone did not pay a fee to be considered for any award, although some publications may require payment of a fee for use of the awards in marketing materials. The InvestmentNews Rising Star award is administered by InvestmentNews and was administered on 11/20/2024 based on data as of 6/30/2024 (for methodology, click https://www.investmentnews.com/best-in-wealth/best-wealthmanagers-advisors-under-40-in-the-usa-rising-stars/258176#methodologySection). Freestone did not pay a fee to be considered for any award, although some publications may require payment of a fee for use of the awards in marketing materials.