Erin Hadary, CFP®, MBA, CAP®, CeFT®

Erin Hadary, CFP®, MBA, CAP®, CeFT®

Partner, Moneta

Erin Hadary is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and a Partner at Moneta. Based in Denver, CO, and serving clients nationally and internationally, she specializes in financial planning for life transitions, including retirement and sudden wealth. When a person inherits a large amount of money – often referred to as “sudden wealth” – they are often overwhelmed and getting personal financial planning help can be life-changing. Erin and her team help their clients regardless of life transition. Erin has more than 15 years of experience in comprehensive wealth management and personal finance. In addition, she has expertise in managing individual and institutional investment portfolios and philanthropic advising.

Erin is a Chartered Advisor in Philanthropy® and a member of the Financial Planning Association and Colorado Planned Giving Round Table. She also is an active board member of Colorado's Resource Central, an innovative nonprofit 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.”

Phone: 720.874.9751 | Email: HadaryInfo@MonetaGroup.com (opens in new tab) | Website: https://monetagroup.com/hadary/ (opens in new tab) | Facebook: www.facebook.com/HadaryTeam (opens in new tab) | Twitter: https://twitter.com/HadaryTeam (opens in new tab) | Linkedin: www.linkedin.com/company/hadary-team-at-moneta/ (opens in new tab)