Peter C. Hafner

Peter C. Hafner Email and Phone Number

Founder, Hafner Financial Group, CFP®, CWS®, Certified Financial Fiduciary® @ Hafner Financial Group
Peter C. Hafner's Location
Buffalo, New York, United States, United States
Peter C. Hafner's Contact Details
About Peter C. Hafner

Peter Hafner is a Certified Financial Planner® & Certified Financial Fiduciary® with over 30 years experience in the financial services industry. At the Hafner Financial Group, we help make retirement planning simple. Our hope is that by working with us you will be able to maximize your spending in retirement without being afraid of running out of money.Securities and investment advisory services offered through NEXT Financial Group, Inc. Member FINRA/SIPC. Hafner Financial Group is not affiliated with NEXT Financial Group, Inc. Hafner Financial Group, 6225 Sheridan Drive, Ste. 206, Williamsville, NY 14221.

Peter C. Hafner's Current Company Details
Hafner Financial Group

Hafner Financial Group

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Founder, Hafner Financial Group, CFP®, CWS®, Certified Financial Fiduciary®
Peter C. Hafner Work Experience Details
  • Hafner Financial Group
    Founder, Financial Advisor, Cfp®, Cws®, Certified Financial Fiduciary®
    Hafner Financial Group Jan 2007 - Present
    Williamsville, Ny, Us
    Peter Hafner is the founder and sole owner of the Hafner Financial Group, an independent financial advisory firm. Peter is a CERTIFIED FINANCIAL FIDUCIARY®, CERTIFIED FINANCIAL PLANNER® and a Certified Wealth Strategist®. He is a past president of the Western New York Financial Planning Association. Peter began his career in 1992 at AG Edwards (now Wells Fargo) before founding the Hafner Financial Group in 2007. His primary goals in starting the new company were to create a firm primarily focused on retirement planning, and to ensure that all clients benefit from excellent personalized service. This model has been working well. Since 2007, the firm has continued to grow, primarily based on referrals of current clients. At the Hafner Financial Group we help make retirement planning simple. Peter earned a BA in Political Science from the University at Buffalo, with a concentration in History and Math, providing a unique background for investing. He is also a graduate of the UB School of Management Center for Entrepreneurial Leadership program. Peter holds the Series 7, Series 24, and Series 63 license and is a sought-after commentator in local media regarding financial issues. Peter is a lifelong resident of Western New York. He currently lives in Depew with his better half Kari and their dogs.All third party posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal, or investment advice.
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  • First Allied Securities
    Financial Advisor
    First Allied Securities 2007 - Present
    San Diego, Ca, Us
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  • Wachovia Securities (Formerly A.G. Edwards)
    Financial Advisor
    Wachovia Securities (Formerly A.G. Edwards) Jan 1994 - 2007
  • Thomas James Associates
    Registered Rep
    Thomas James Associates Aug 1992 - Aug 1994

Peter C. Hafner Skills

Retirement Planning Wealth Management Mutual Funds Strategic Financial Planning Investments Retirement Investment Advisory Finance Investment Strategies Financial Advisory Securities Financial Planners Financial Planning Uniform Combined State Law Portfolio Management Bonds Insurance Financial Services Wealth Finra Asset Allocation

Peter C. Hafner Education Details

  • College For Financial Planning
    College For Financial Planning
    Financial Planning
  • University At Buffalo School Of Management, The State University Of New York
    University At Buffalo School Of Management, The State University Of New York
  • Buffalo State University
    Buffalo State University
    Political Science With A Concentration In History And Math

Frequently Asked Questions about Peter C. Hafner

What company does Peter C. Hafner work for?

Peter C. Hafner works for Hafner Financial Group

What is Peter C. Hafner's role at the current company?

Peter C. Hafner's current role is Founder, Hafner Financial Group, CFP®, CWS®, Certified Financial Fiduciary®.

What is Peter C. Hafner's email address?

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What is Peter C. Hafner's direct phone number?

Peter C. Hafner's direct phone number is +171665*****

What schools did Peter C. Hafner attend?

Peter C. Hafner attended College For Financial Planning, University At Buffalo School Of Management, The State University Of New York, Buffalo State University.

What skills is Peter C. Hafner known for?

Peter C. Hafner has skills like Retirement Planning, Wealth Management, Mutual Funds, Strategic Financial Planning, Investments, Retirement, Investment Advisory, Finance, Investment Strategies, Financial Advisory, Securities, Financial Planners.

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