Peter Hafner Certified Financial Fiduciary®, CFP®, CWS®
Based in Western New York, Peter Hafner provides financial planning and investment guidance for individuals and families who want to better understand their options for retirement. After working for AG Edward (now Wells Fargo) for over 14 years, Peter founded Hafner Financial Group in 2007 to focus on retirement income planning and helping clients navigate the transition from their working years into retirement with clarity and confidence.
Peter values education and continuous improvement. He holds the CERTIFIED FINANCIAL FIDUCIARY®, Certified Financial Planner®, and Certified Wealth Strategist® designations as well as his Series 7, Series 24 and Series 63 licenses. Peter is also a graduate of the UB School of Management’s Center for Entrepreneurial Leadership program and a past president of the Western New York Financial Planning Association, where he served on the board and chaired several committees.
A lifelong resident of Western New York, Peter lives in Depew with his wife, Kari, and their rescue dogs. Outside the office, he enjoys playing guitar, reading, and spending time on the golf course.
CA Insurance License No. 0G04046
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