000486

Peter Hafner

President Message

Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

Bio

 Peter began his career in 1992 and spent 14 years with A.G. Edwards (now Wells Fargo). In 2007, he founded the Hafner Financial Group as an Independent Financial Planning and Advisory Firm. His primary goal in starting the new company was to create a firm that was focused on Retirement Distribution Planning for Western New Yorkers. 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. He holds Series 7, Series 24 and Series 63 licenses. His focus on continually improving and refining his knowledge and expertise has earned him the designations of CERTIFIED FINANCIAL FIDUCIARY®, CERTIFIED FINANCIAL PLANNER® professional and Certified Wealth Strategist® professional. He is also a graduate of the UB School of Management's Center for Entrepreneurial Leadership program. Peter's focus on continual improvement extends to service work in his industry as well. He is a past president of the Western New York Financial Planning Association, as well as a board member from 2012 to 2016. He also served as Chairman of the organization's Pro-Bono and Public Relations Committees. Peter currently lives in Depew with his wife, Kari and their dogs, Olivia and Tinker.

Professional Experiences

Languages

Groups / Clubs

Area of Expertise

Professional Licenses

Certifications

Certified Financial Fiduciary ®

Education

Instructor Events

Support Our Cause

The Foundation for Fiduciary Education (FFE) is proud to be one of the fastest growing non-profit financial wellness programs in the country, and the only one who’s Instructors are exclusively Certified Financial Fiduciaries.

HELP US SPREAD FINANCIAL EDUCATION. BECOME A SPONSOR! Learn More

Why Join FFE ?

The Foundation Fiduciary Education (FFE) is one of the fastest growing non-profit financial wellness programs in the country!

THE PATH TO YOUR FINANCIAL SUCCESS STARTS HERE!
1 Easy online registration form
2 Free Training Videos with FFE On Demand
3 Free One On One Private Messaging with your very own Personal Financial Coach
4 Stay in the know with the most current news and blogs dealing with personal finances
5 Receive real time notifications about upcoming classes being taught in your area
6 Take control of your finances through unbiased fiduciary education from a Certified Financial Fiduciary®
FOLLOW THIS INSTRUCTOR