Peter Hafner Certified Financial Fiduciary®, CFP®, CWS®

Founder and Owner
(716) 650-4151

From his base in Western New York, Peter Hafner, CERTIFIED FINANCIAL FIDUCIARY®, CFP®, CWS® helps middle-class workers nationwide stretch their assets to get the retirement income and lifestyle they want. While he’s been designing retirement plans for over twenty five years, he started his craft as a young child.

Hafner was never satisfied with believing inanimate objects were good as is. He’d take them apart and try to build something better. One of his passions was to build a perpetual motion magnet machine. Instead, he built the Financial Roadmap Process: a process of creating retirement plans for clients based on both life and financial paths and goals. His process is taught and utilized within the Hafner Financial Group which he founded in 2007 as an independent financial advisory firm after beginning his career with AG Edwards (now Wells Fargo) in 1992.

He holds Series 7, Series 24 and Series 63 licenses. He earned the designations of CERTIFIED FINANCIAL PLANNER® and Certified Wealth Strategist®. He’s a graduate of the UB School of Management Center for Entrepreneurial Leadership program. He’s a lifelong resident of Western New York. He currently lives in Depew with his wife, Kari and their dogs, Olivia and Tinker.

CA Insurance License No. 0G04046

Click here to read about Katie Perry, Registered Operations Manager.