Katie Hafner, CFP^®

How do I help our clients Live a Richer Life®?
I help clients Live a Richer Life® by giving them clarity and confidence in their financial decisions. As a career changer, I understand the freedom that comes from having options. My goal is to provide thoughtful guidance and the right tools so individuals and families can align their wealth with what matters most, creating space to pursue passions and live intentionally. I’m proud to be part of a team that takes a holistic approach to every client’s financial life.

How do I align my time and money with my values and passions to Live a Richer Life®?
I align my time and money with my values by investing in experiences that bring joy and connection. For me, that means spending quality time with my husband and daughter, exploring California’s beautiful coastline, and volunteering at my daughter’s school. I also love discovering new local food and coffee spots and diving into a good book (or three). These choices reflect what matters most to me: family, community, and lifelong learning.