Toll Free: 805-217-3126

Welcome to Financial Moxie

Experience the power of financial planning with Financial Moxie.

Our independent financial services firm helps women in transition, families, and small business achieve financial self-confidence by providing essential retirement, investment, insurance, estate, and financial planning solutions.

Our mission is to enhance the financial health of women, families, small business and our community.

Things happen... REAL Life, REAListic Financial Planning

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Your Team of Financial Happiness Explorers

  • Kristen Hafner

    Kristen Hafner

    Founder & Principal

    Kristen Hafner

    Founder & Principal

    Kristen Hafner is a Certified Financial Planner™ professional and Founder and Principal of Women of Financial Moxie®.

  • Kim Gaxiola

    Kim Gaxiola

    Founder & Principal

    Kim Gaxiola

    Founder & Principal

    Kim Gaxiola is a Certified Financial Planner™ professional and Founder and Principal of Tech Girl Financial®.

  • Jamie Roth

    Jamie Roth

    Client Service Associate

    Jamie Roth

    Client Service Associate

    Based out of the Cambridge home office (our broker-dealer) in Fairfield, Iowa, Jamie is a great advocate, experienced associate and services all client needs.

  • Amber Devine

    Amber Devine

    Insurance Agent

    Amber Devine

    Insurance Agent

    Financial Happiness is excited to introduce Amber to our team she will be responsible for insurance evaluations.

  • Mayree Workman

    Mayree Workman

    Client Service Associate

    Mayree Workman

    Client Service Associate

    Mayree is a great client advocate, experienced associate and services all client needs.

Explore your financial happiness... We can get you there!

Latest News

Aug 16, 2011

An Interview With Robin Goings of Impowher

Robin, Thank you for this opportunity to interview you! You are truly an inspirational woman whose voice...

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