Our Team




David W. Huffman, ChFC®, CLU®


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 Richfield, OH and Lakewood Ranch, FL. In his free time Dave enjoys spending time with family, fishing, and biking.





David R. Huffman, CFP®, ChFC®,



David is an Investment Advisory Representative with over 19 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 CERTIFIED FINANCIAL PLANNER™,  Chartered Financial Consultant, and Chartered Retirement Planning Consultant designations. He also holds his Series 7, 63, and Florida Life, Health and Annuity Licenses. 

David and his wife Danielle reside in Lakwood Ranch, FL with their 11 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.