Newport Beach Chapter: Coming Soon!
For questions, please contact the Newport Beach Chapter Head, Kristen Hafner, below.
About: Kristen J. Hafner is the founder and principal of Financial Moxie. She is dedicated to developing trustworthy relationships and uses her 14 years of financial industry experience to create comprehensive strategies for her clients, helping them to build financial confidence. Kristen earned a bachelor’s degree in Spanish and business management from the University California Irvine and a Master of Business Administration from California State University, Northridge. She currently holds FINRA Series 7, 24, and 66 licenses in addition to being a CERTIFIED FINANCIAL PLANNER™ practitioner. She is also the 2019 Financial Planning Association Ventura Chapter President and a trusted board
member since 2015.
Specialties: Financial Moxie is an independent financial services firm who helps women in transition, families, and small business achieve financial self-confidence by providing essential retirement, investment, insurance, estate, and financial planning solutions. The moxie team understands that life can be hectic, and that time does not always allow their clients to take care of and understand the importance of a financial plan. Listening to the client and getting to know them as a person, along with providing them with educational resources is how the moxie team ensures that their clients experience the power of planning. The moxie team's goal is to alleviate their clients’ fears, enabling them to gain greater self-control over their own financial futures.
Quote: “Do not give in to frustration, look for the opportunities no matter how small, success is possible if you continue to believe!” - Kristen Hafner
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, MemberFINRA/SIPC.
Advisors Services through Cambridge Investment Research Advisors, a Registered Investment Advisor. Financial Moxie, Moxie Voice, Divorce Moxie, Financial Happiness, and The W Source are not affiliated with Cambridge.
This communication is strictly intended for individuals residing in the states of AZ, CA, CO, IL, IN, MI, NH, PA, TX. No offers may be made or accepted from any resident outside the specific states referenced.