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.
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.
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/
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisors Services through Cambridge Investment Research Advisors, a Registered Investment Advisor. Financial Moxie, Moxie Voice, Divorce Moxie, Moxie Tribes, Moxie Bootcamp, and Financial Happiness are not affiliated with Cambridge.
This communication is strictly intended for individuals residing in the states of AZ, CA, CO, IA, IL, IN, MI, NH, OH, PA, TX. No offers may be made or accepted from any resident outside the specific states referenced.
Testimonial statements and personal experience stories may not be representative of the experience of others and is no guarantee of future performance or success.
Cambridge Stronger – Hosted by Amy Webber