Courtney Hastings, CFP®, ChSNC®
Director Client Advisor Seattle, WA
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206.707.7399Courtney is a Director and Client Advisor at Freestone, where she has served clients since 2018. She began her career in banking as a commercial underwriter before pursuing wealth management, combining her financial experience with her commitment to building lasting relationships.
Courtney helps families navigate the complexities of their financial lives through comprehensive financial planning and investment management. She takes an integrated approach, aligning each client’s financial picture with their priorities and long-term objectives. A dedicated client advocate, Courtney provides personalized guidance to help families make informed decisions and pursue their goals through every stage of life.
She also specializes in special needs planning, helping families address the unique financial considerations of caring for a loved one with a disability. Her approach emphasizes long-term financial stability and planning for care and support across generations.
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 and Chartered Special Needs Consultant®.
Outside Freestone
Outside of work, Courtney stays busy raising her toddler and enjoying the outdoors. As a Washington native, she loves hiking with her chocolate Lab, backpacking, clamming along the coast, and skiing. She also enjoys cooking and hosting friends and family. Courtney remains active in the professional community, serving on the board of the Financial Planning Association’s Puget Sound Chapter.
Recognition
In 2026, Courtney was named to AdvisorHub’s 50 Advisors to Watch Solo list. Additionally, she was named one of eight finalists in the NextGen Advisor of the Year category by InvestmentNews in 2026. She has been recognized by Five Star Professional as a Five Star Wealth Manager from 2025 to 2026. 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”.
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.
The American College of Financial Services owns the marks ChSNC® and Chartered Special Needs Consultant®. Use signifies that the user has successfully completed the initial and ongoing credentialing requirements for the designation.
The AdvisorHub 50 Advisors to Watch Solo list was administered by AdvisorHub and was published on 4/9/2026 using data as of 12/31/2025.
2026 finalists in the NextGen Advisor of the Year category were administered by InvestmentNews and were announced in April 2026. Finalists were selected from open nominations and research by the InvestmentNews awards team based on data from 12/31/2022 to 12/31/2025.
The Five Star Wealth Manager award is administered by Five Star Professional (FSP). The Five Star Wealth Manager awards were received annually for the years 2025–2026, based on annual data as of May through November for the years 2024–2025.
The InvestmentNews Rising Star award is administered by InvestmentNews and was awarded on 11/20/2024 based on data as of 6/30/2024. 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. Please refer to our disclosures page for additional information: https://www.freestonecapital.com/disclosures/