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Episode 125: Building an Innovative Strategy

Kristen Hafner of Financial Moxie

Kristen Hafner is the founder, president, and head financial planner of Financial Moxie in Westlake Village, California. She has a bachelor’s degree in Spanish ESL and business from UC Irvine, as well as an MBA from California State University, Northridge. She holds FINRA Series 7, 24, and 66 licenses, and is a Certified Divorce Financial Analyst. Kristen joined Cambridge in 2009, and enjoys creating comprehensive financial plans for her clients. 

Episode 125: Building an Innovative Strategy Amy Webber and Kristen Hafner
Episode 125: Building an Innovative Strategy

Financial Moxie is located in Westlake Village, California, and specializes in financial and divorce planning. The firm empowers clients by helping them see the connection between financial, physical, and mental health, and guiding them during their journey to achieve financial wellness. Kristen and her team are dedicated to helping women, families, and small businesses confidently take control of their financial future. https://financialmoxie.com/

About Cambridge Stronger

Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession. 

The opinions expressed are those of the interviewees and do not represent the opinions or views of the interviewer and/or Cambridge.

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