Purse Strings Approved Professionals

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What makes a Pro certified? Find out.

Purse Strings engages top-tier financial professionals who are willing, ready and able to serve a female market. Our Purse Strings Approved Professionals (PSAPs for short!) are financial professionals who have:

  • Clearly articulated their desire to serve a female market
  • Earned designations that set them apart to help women (such as CDFAs or CDS)
  • Created careers that uniquely serve women in situations where help wasn’t easily found - like Widowhood, Financial Abuse, Post-divorce financials to name a few.

Many of our professionals come with their own stories and experiences which led them to help women and make an impact in the financial industry. Our professionals are handpicked or referred to us by current PSAPs. All Professionals go through an interview process and all licenses and designations are validated. Purse Strings Approved Professionals are provided ongoing training, education and expert resources that continually help them sharpen their skills to serve a female market.

Help me with...

LIFE CHANGES

Getting a Divorce

Home Ownership

Having Kids

Getting Married

BETTER HABITS

Financial Planning

Planning a Budget

Managing Debt

Beginning Investing

BOSS LADY

Starting a Business

Business Financials

Business Taxes

Selling a Business

PLATINUM YEARS

Estate Planning

Planning Retirement

Social Security

Medicare

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Virtual appointments available

Showing experts to help you with…

SPECIALTIES
CLIENT FOCUS
LIFE STAGE
INVESTMENT RANGE
Virtual appointments available
Virtual appointments available
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  • Financial Planner
LOCATION
141 Duesenberg Drive, Suite 7B
Westlake Village, California 91362
United States
PHONE
EMAIL
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VISIT WEBSITE
Kristen Hafner
Certified Financial Planner, Financial Moxie

My passion is to help others balance their health, wealth, and self. We can only control what we eat, how active we are, and what we spend especially in a world with so much uncertainty. Building self-confidence in what we can control empowers us to see opportunities otherwise often overlooked during our daily lives. No question is ever too insignificant, and planning is not about how much money is saved in retirement; it is about what life decisions are made along the way. Having a plan is great, however real-time financial planning supported by a diverse team of specialists who care makes it achievable!

I became a financial planner the year prior to the 2008 economic recession. Some might consider this bad timing, but I consider it perfect timing because it prepared me for the uncertainties yet to come. It sounds crazy, but I can honestly say I have never experienced normal financial markets. After the 2008 recession, I even thought about
leaving the industry to teach full-time. However, a wise professor challenged me to use my skills to make a difference. Finding a better way to empower others is what drives me to continuously learn; some of my best lessons are from my clients’ very own experiences. I have learned that no matter how much industry knowledge I have,
listening to every clients’ needs and personal journey is more important. I thrive on getting to the heart of a challenge by providing the necessary resources to effect meaningful change in my clients’ lives. Therefore, collaborating with other specialists not necessarily financially centric makes sense. This is my “Y” story for creating our Moxie Bootcamp!

Securities offered through Registered Representatives of Cambridge Investment

Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through an Investment Advisor Representative of Cambridge Investment Research Advisors, Inc., a registered investment advisor.

Cambridge Investment Research, Inc., and Financial Moxie are not affiliated.

  • Series 7, 66, 24
  • Life and Health Agent - California
  • Certified Financial Planner
  • California State University, Northridge
  • UC Irvine
  • California Lutheran University
  • CA

  Virtual appointments available

  • Divorce
  • Financial Planning
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How does your current professional add up?

We want women to surround themselves with a talented and thoughtful team of experts who will help them plan for their future. Yet, we are keenly aware that so many providers in these industries lack the skill set to work with women and their unique needs.

There are things to look for when finding the right professional for your needs: flexibility, empathy, creativity, strategy, and work style. Take the questionnaire and find out how your current pro stacks up—and if you could use the advice of a Purse Strings Approved™ Professional who’s qualified to meet your expectations.

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