Moneta Partner Erin Hadary helps clients find purpose and clarity in their financial lives while empowering them to live the life they imagine. She enjoys learning about the values and dreams of creative people and showing them how money can be a tool to live true to themselves.

When someone encounters sudden wealth – such as an inheritance or sale of their business – it can be overwhelming and even paralyzing. As a Certified Financial Transitionist, Erin helps people who feel this way stay organized and on a path forward toward their goals. The lines between life coach and financial advisor are often hard to distinguish as she encourages her clients to live freely.

Erin is a seasoned business professional, beginning her career in investment management in 2005. She has expertise in managing both individual and institutional investment portfolios, philanthropic advising and help raising capital and leading investor relations.

Erin is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Advisor in Philanthropy®. Her CAP® designation enables her to collaborate effectively with clients on legacy planning. She is a member of the Financial Planning Association and Colorado Planned Giving Round Table. Erin is an active board member of the Colorado’s Resource Central an innovative nonprofit in Colorado determined to make energy and water conservation so simple that you don’t even realize you’re doing it. When asked about giving back, Erin said, “Building a better and stronger community is my definition of a life well lived.”

In her free time, Erin enjoys spending time with her family and her dogs, gardening and creating artwork.

PROFESSIONAL CREDENTIALS

• CERTIFIED FINANCIAL PLANNER™ professional
• Chartered Advisor in Philanthropy
• Certified Financial Transitionist®
• Master’s in Business Administration

PROFESSIONAL COMMUNITY INVOLVEMENT

• National Association of Professional Financial Advisors, Member
• Colorado Planned Giving Round Table, Member
• The Financial Planning Association®, Member

VOLUNTEER WORK

• Colorado’s Resource Central Board, Member and former Chairwoman
• Western North Carolina Aids Project, Former Board Treasurer

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP^® certification mark and the CERTIFIED FINANCIAL PLANNER™ certification mark in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.