Peter C. Hafner,  CFP<sup>&reg;</sup> - Financial Advisor

Peter C. Hafner, CFP®

CWS®

Founder and Owner

Hafner Financial Group

2813 Wehrle Dr, Ste 12
Williamsville, NY 14221
FINANCIAL ADVISOR'S WEBSITE
(716) 650-4151 CONNECT WITH Peter
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General

Peter Hafner is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Hafner Financial Group in Williamsville, NY and the surrounding communities.

Financial Advisor Experience

Peter has over 30 years of experience in the Financial Planning industry. 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

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Other - CERTIFIED WEALTH STRATEGIST (CWS®)

Insurance Licenses

  • Life insurance: AZ,CA,FL,ID,MN,NJ,NY,NC,OR,PA,TX,VA,WA
  • Fixed annuities: AZ,CA,FL,ID,MN,NJ,NM,NY,NC,OR,PA,SC,TX,VA,WA
  • Variable annuities: AZ,CA,FL,ID,MN,NJ,NM,NY,NC,OR,PA,SC,TX,VA,WA

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

Financial Advisor's Specialties

Comprehensive Financial Planning, Annuities, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Insurance, Retirement, Life Planning, Long-term Care, Sudden Wealth, Special Needs, Women's Finances

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