Kristen Hafner, CFP® – Registered Principal/Founder, Financial Planning
Kristen J. Hafner is the founder, president, and top financial planner for women of Financial Moxie. She is dedicated to developing trustworthy relationships and uses her 14 years of financial industry experience to create comprehensive strategies for her clients, helping them to build financial confidence. Kristen earned a bachelor’s degree in Spanish and business management from the University California Irvine and a Master of Business Administration from California State University, Northridge. She currently holds FINRA Series 7, 24, and 66 licenses in addition to being a CERTIFIED FINANCIAL PLANNER™ practitioner.
Before devoting much of her professional time to her financial clients, Kristen owned and operated a legal documentation preparations franchise for over 10 years. She was the youngest person in the history of the company to successfully grow and develop a franchise territory and was continually recognized for providing superior customer service, which she passes on to her clients today. She has built a distinguished clientele that consists of individuals and small business owners who focus on enhancing the financial well-being of women, families, and small businesses.
Kristen is an established resident of Simi Valley, California. In her free time, she enjoys volunteering with Girl Scouts of America; coaching youth Tee Ball, softball, and basketball; teaching art; and spending time with her husband Mike and their two children. She is also a member of SIS, a professional women’s group, as well as the Association of Women Entrepreneurs, Provisors, and Cambridge Investment Research, Inc. Women’s Council.
Jazmin Anderson – Client Solutions Coordinator
Jazmin brings 10 years plus experience in office operations and customer solutions to Financial Moxie. Her dedication to providing excellent customer solutions is driven by her passion for helping others. She takes time to get to know her clients on a more personal level. Having a good relationship with her clients is key to her success.
In her free time, Jazmin enjoys camping and exploring the outdoors with her Husband and daughter. Most of her days are spent chasing after their two-year-old. If they aren’t painting, or playing sports, they are playing in the fairy garden and being creative. She loves being able to teach her daughter about the importance of being outside and enjoying nature. Jazmin and her family reside in lovey Simi Valley where they are active members in their community.
Shelby Den Hartog – Customer Service Specialist
Shelby began her customer service career at Cambridge Investment Research, Inc in 2017. She supports our Financial Moxie team by assisting with client paperwork and Cambridge operational requests. She attended Southern Iowa community college and currently holds a Lab Tech certification.
In her free time, Shelby enjoys the outdoors and spending time with her husband, children and animals. She loves her Cats! One day she hopes to grow her animal family by becoming a hobby farmer. Shelby and her family reside in beautiful Ottumwa, IA where she grew up and is an active community member.