Founder, Financial Advisor, Cfp®, Cws®, Certified Financial Fiduciary®
CurrentPeter 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.
