Toll Free: 805-217-3126

 

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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.

  • 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

Oct 04, 2017

What is a Holographic Will and Why is it Important?

A will is a legal document that contains a person’s instructions of how to distribute his/her...

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