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portrait of Heather L Hafner
FINANCIAL ADVISOR

Heather L Hafner

CFP®, AAMS™
20265 74th Avenue NE Suite 107, Arlington, WA 98223opens in a new window
Accepting New Clients
Serving clients with $100,000
CallSend Me a Message

About Heather

My passion is to help improve my clients' financial pictures by analyzing all components of their financial life and providing solutions to reach their life aspirations. I have been in the financial industry for over 27 years. Of that 27 years, I have been a financial advisor with Edward Jones for 18 years. As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what is important to you before you invest your money.

I attended Kaplan University and graduated magna cum laude with a Bachelor of Science degree in business administration. I continued my...

Focus Areas

  • Intergenerational Planning
  • Entrepreneurs & Business Owners
  • Divorce Finances
  • Wealth Strategies
  • Retirement Income Strategies
  • Business Retirement Plans

Work History

  • Edward JonesFebruary 2005 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Kaplan University-DavenportBachelor of Business Admin

Personal Interests

  • Spending Time with Family
  • Pets
  • Traveling
  • Personal Fitness
  • Cooking

Team Members

  • Daya Aglugub
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 02:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(360) 435-5268

Fax

(800) 236-1499

Office Address

20265 74th Avenue NE Suite 107
Arlington, WA 98223opens in a new window

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