David Huebner (CFP®)
David Huebner focuses in the
following client markets or areas of practice:
- Business Owners
- Hourly
- Insurance Related Issues
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Retirement Plan Investment Advice
- Business Owners
- Hourly
- Insurance Related Issues
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Retirement Plan Investment Advice
Planning Specialties
We work with individuals and families approaching retirement or facing major financial decisions where the path forward isn’t always clear.
Most clients come to us within a few years of retirement and want clarity around key decisions such as when they can retire, how to turn savings into income, how to coordinate Social Security, and how to make tax-efficient withdrawals.
Some clients prefer to stay involved in managing their investments, while others choose to delegate. Both are supported.
We provide clear, practical advice so clients can move forward with confidence.
Visit https://huebnerfinancialplanning.com/to learn more.
Additional Information
David is a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional. With a background in Insurance, David has seen many facets of the financial planning industry. Prior to beginning his own practice, he was an Insurance Agent for 7 years at a large Insurance Company. Four of those years were spent as a District Manager, responsible for managing a team of agents across a large territory in North Dakota and Minnesota.
David Huebner is a Fee-Only Financial Planner and CERTIFIED FINANCIAL PLANNER® professional with over 12 years of experience. He began operating as a Fee-Only advisor in 2021 to provide objective, advice-first financial planning, free from commissions or conflicting incentives.
He works with individuals and families who want thoughtful guidance as they approach major financial decisions, particularly near retirement.
Originally from Fargo, ND, David attended North Dakota State University. He and his wife, Katie, live in Waconia, MN, with their two sons and daughter. He serves clients from offices in Fargo, ND, and Waconia, MN.
In his free time, David enjoys time at the lake, golfing, grilling year-round, and working on projects around the house.
NAPFA Start Date
August 31, 2021
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