Terry Hastings
@terryhastings
I build advanced wealth, estate, and risk strategies for high-net-worth clients.
United StatesWhat I'm looking for
At Global View Capital Management, I provide advanced financial planning, wealth transfer, portfolio, and risk-management strategies for high-net-worth families, executives, and business owners. I lead complex case planning involving estate structuring, executive benefits, tax developments, and sophisticated life insurance solutions.
Previously, I built and scaled Generations Wealth Planning, an SEC-registered RIA, managing operations, compliance, risk infrastructure, and more than $160M in client assets through a successful private-equity acquisition. At Charles Schwab, I advised 300+ high-net-worth households representing $301M in AUM and expanded AUM by $180M within 18 months.
I translate complex tax, legal, insurance, and wealth-transfer concepts into actionable strategies for clients, advisors, and partners.
Experience
Work history, roles, and key accomplishments
Executive Director / Investment Advisor Rep
Global View Capital Management
Jan 2021 - Present (5 years 8 months)
Provides comprehensive advanced financial planning, wealth transfer, multi-asset portfolio strategies, and risk management solutions for HNW families, executives, and business owners. Serves as lead consultant on complex case planning involving estate structuring, executive benefits, tax developments, and sophisticated life insurance solutions.
Education
Degrees, certifications, and relevant coursework
University of San Francisco
Bachelor of Science, Business and Finance
Earned a Bachelor of Science in Business and Finance, gaining a strong foundation in financial principles and business management.
The Ohio State University
Global Golf Management Program, Golf Management
Completed the Global Golf Management Program, focusing on advanced golf course operations and management.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Salary expectations
Social media
Job categories
Skills
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