Hayley Wood Bates, MBA, CFP®, AIF® is a Financial Advisor with SEIA. She analyzes and interprets client financial data to generate guidance on estate, charitable, investment, protection, corporate benefit, and tax planning, all focused on the individual client. Hayley brings over ten years of industry experience serving high-net-worth families and businesses in developing, implementing, and monitoring comprehensive wealth plans.
She is passionate about her involvement in local and global philanthropic initiatives and currently serves on the Leadership Council of A Place Called Home. Hayley oversees SEIA’s Signature Fund for Giving which supports various children-focused charities. She previously served on the Board of Directors for the Ronald McDonald House of Durham, North Carolina and the Rotary Club of Kihei-Wailea, Hawaii. She currently resides in Los Angeles, California and enjoys spending time with her family, being outdoors, and traveling to our National Parks.
Hayley received her Bachelor of Science in Business Administration in Marketing, Finance & Banking with honors and a concentration in Certified Financial Planning from Appalachian State University in 2009. Additionally, in 2015, she received a Master of Business Administration degree with honors from the University of Hawai’i Shidler College of Business. Hayley earned her CERTIFIED FINANCIAL PLANNER™ certification in 2013 after completing the professional education program through the Certified Financial Planner Board of Standards, Inc. She also carries her Series 7, 63, and 65 licenses and Life & Health Insurance license (CA Ins. License #OL83425).