Finance

Kristen Hafner | Founder & President

About: Kristen has a bachelor’s degree from University of California, Irvine, and a master’s degree in business administration from California State University, Northridge. She also received her CFP® / CERTIFIED FINANCIAL PLANNERTM certificate from California Lutheran University. Since completing her CFP®, she has added an additional designation Certified Divorce Analyst/CDFA®. For more information about divorce planning please checkout Divorcemoxie.com. Kristen is also the President of the Financial Planning Association, Ventura Chapter, and a trusted advisor for Provisors, Echelon Business Development Network, The W Source, and Purse Strings. Lastly, she holds the following licenses, FINRA Series 7, 66, 24 and California insurance #0G99103.

Specialties: Kristen's passion is to help others balance their health, wealth, and self. We can only control what we eat, how active we are, and what we spend especially in a world with so much uncertainty. Building self confidence in what we can control empowers us to see opportunities otherwise often overlooked during our daily lives. No question is ever too insignificant, and planning is not about how much money is saved in retirement; it is about what life decisions are made along the way. Having a plan is great, however real time financial planning supported by a diverse team of specialists who care makes it achievable!

Quote: “You can't stop the waves, but you can learn to surf!”

Connect: Contact Kristen at kristen@financialmoxie.com or at (805) 217-3126 or visit her website below!

member since DECEMBER 2018

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through an Investment Advisor Representative of Cambridge Investment Research Advisors, Inc., a registered investment advisor. Cambridge Investment Research, Inc., Financial Moxie, & W Source are not affiliated.

Vida Jatulis CFP®, CEPA® | Financial Planner

MainStreet Financial Planning | www.mainstreetplanning.com
| vida@mainstreetplanning.com | (818) 687-2317

About: Vida is a Financial Planner at MainStreet Financial Planning, where she uses her life and work

experiences to help clients develop an action plan for a vibrant and healthy financial life. Vida is a Certified Financial Planner™ professional with a Master of Science degree in Investments and over 15 years of experience as a Financial Planner, Wealth Advisor, Pension Consultant, Trust Officer, and Portfolio Manager. In addition, Vida has personal experience with struggling and succeeding to reach milestones such as purchasing a home, putting kids through private school, saving for college, achieving debt free status, saving for retirement, raising a family on a single income and many more.

Helping people is what makes Vida happy. In high school she wanted to be a nurse and graduated with a nursing scholarship in hand but she found that she did not like blood and guts...so she had to pivot. Vida saw her parents always worry about money, that is why she decided to study investments instead so she could help people have worry free finances. Now she likes to think of herself as your money nurse. Money, much like health, can be confusing and complex. Vida walks with clients to help them understand their financial vital signs and improve them so that they can achieve their goals.

Volunteering is a strong part of Vida’s commitment to helping people. Currently, she is a Pro Bono Financial Planner for people in need of financial advice who can’t afford it.

Specialties: Vida offers specialty services geared to help business owners get organized, reduce risk and build wealth outside of their business.

Quote: “People will forget what you did, they will forget what you said, but they will never forget how you made them feel.” — Maya Angelou

Connect: Contact Vida at vida@mainstreetplanning.com or at (818) 687-2317 or visit her website below!

MEMBER SINCE JULY 2021

Advisory Services offered through Summit Financial Consultants, Inc. a Registered Investment Advisor.