Helping Clients Achieve Financial Independence Since 1978

CONNECT

Address:

7119 Prestbury Cir.
Lakewood Ranch, FL 34202

Phone:

800-834-5578 or 330-666-2198

Our Team

 

 

 

David W. Huffman, ChFC, CLU

dave@huffmanfinancial.com

Dave Huffman is the President and founder of the Huffman Financial Group and has been providing investment advice for individuals and businesses for over 40 years. Dave specializes in developing and managing client portfolios.  As a Chartered Financial Consultant and Certified Life Underwriter,  Dave has the experience and knowledge to help you through a broad range of money management and financial situations.  He holds his Series 62, 63, 24, and 26 Securities Registrations along with his Life, Health, and Annuity license.

Dave and his wife Sandi reside in both Copley, OH and Lakewood Ranch, FL. In his free time Dave enjoys spending time with family, fishing, and biking.

 

 

 

 

David R. Huffman, ChFC, CRPC

davidrhuffman@huffmanfinancial.com

David is an Investment Advisory Representative with H Beck, Inc with over 17 years of experience in the financial services industry. He specializes in wealth management and financial goal planning. He earned his Bachelor of Business Administration with an emphasis in Finance from Georgia Southern University in 1998. Since then, he has obtained his Chartered Financial Consultant and Chartered Retirement Planning Consultant designations, along with the Series 7, 63, and Florida Life, Health, and Annuity Licenses.

David and his wife Danielle reside in Sarasota, FL with their 9 year old triplets, Adalyn, Trenton, and Caden. In his free time, David enjoys spending time with family, offshore fishing, and coaching his kids sports teams.