Trusted, Qualified, and Local

David holds the CFP® designation and follows the highest fiduciary standards. He's a proud member of NAPFA, the Garrett Planning Network, and Fee Only Network, connecting him with a nationwide community of fee-only advisors.

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David Huebner, CFP®

david@huebnerfinancialplanning.com

David has been in financial services for over 12 years and has seen many facets of the financial planning industry. He decided to branch off and forge his own way in the financial planning industry in 2021 as a Fee-Only Financial Planner. With his experience, he decided that being able to act as a fiduciary towards his clients instead of a salesman, results in the best long-term outcome for his clients - they can be confident they are receiving genuine advice, without alternative motives, from a fee-only firm without sales related compensation.

David is originally from Fargo, ND, and attended North Dakota State University. He and his wife, Katie, live in Waconia, MN, with their two sons and daughter. David began his practice in Fargo and now serves clients from offices in both Fargo, ND, and Waconia, MN.

In his free time, David enjoys making the most of North Dakota and Minnesota’s short seasons of warm weather. You’ll often find him at the lake, on the golf course, grilling year-round, or working on projects in the yard.

David is a CERTIFIED FINANCIAL PLANNER® professional. The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP® certification. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients.