Broker Check
Peter Hafner, CFP®, CWS®

Peter Hafner, CFP®, CWS®

Founder and Owner

Peter Hafner has always looked at things a little differently than most people. As a young boy, much to his parent’s chagrin, he loved to take things apart so he could see how they worked. From trying to create a perpetual motion magnet machine to a fascination with alternative history and paranormal phenomenon, Peter has never been content to accept the status quo without investigating and questioning it.

Peter founded the Hafner Financial Group in 2007, an independent financial advisory firm after beginning his career with AG Edwards (now Wells Fargo) in 1992. His primary goals in starting the new company were to create a firm primarily focused on retirement distribution planning and ensuring that all clients benefit from excellent personalized service, regardless of the size of their accounts.  His focus on continually building his expertise has earned him the designations of CERTIFIED FINANCIAL PLANNER® professional and Certified Wealth Strategist® professional. He is also a graduate of the UB School of Management Center for Entrepreneurial Leadership program.

The firm continues to grow as Peter explores new ways to improve client service, to bring more expertise and resources to his client base, and to make the firm more efficient and effective so that his clients can benefit. The Hafner Financial Group has been recognized by Business First of Buffalo as one of the Best Financial Planning Companies in Western New York, according to assets under management

Peter’s focus on improvement extends to his industry as well. He is past president of the Western New York Financial Planning Association, as well as a board member since 2012. He has also served as acting Chairman of the organization's pro-bono and Public Relations Committees. 

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.  Peter holds the Series 7, Series 24 and Series 63 licenses and is a sought after commenter in local media regarding financial issues. Peter is a lifelong resident of Western New York. He currently lives in Depew with his wife, Kari and their dog Olivia.

CA Insurance License No. 0G04046

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