David R. Huffman, CFP®, ChFC®, CRPC®
Partner/Investment Advisory Representative
David is a Certified Financial Planner (CFP®) with over 23 years of experience in the financial services industry. He specializes in comprehensive financial planning, investment management, tax strategies, and estate planning. David is dedicated to helping individuals and families achieve their financial goals through personalized and holistic financial planning and wealth management.
David completed his Bachelor’s degree in Finance from Georgia Southern University. He also earned his Chartered Financial Consultant (ChFC®), Chartered Retirement Planning Consultant (CRPC®), and Certified Financial Planner (CFP®) designations.
Outside of work, David enjoys fitness training, offshore fishing, and spending time with his wife and 15 year old triplets.