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Daniel Huffman

Cornerstone Financial Planning LLC

Daniel was an active-duty physical therapist for 11 years before switching to the reserves in September 2021. Since leaving active duty, he completed The American College’s CFP program, passed the CFP exam, passed the Series 65 exam, and is beginning his financial planning firm, Cornerstone Financial Planning, which is aimed at helping people achieve financial freedom through real estate and factor investing.

I'm Speaking At

3:00 PM -
3:30 PM

Industry Talks: Your Next Steps Toward CFP Certification

Salon B

A discussion on the different perspectives and paths to CFP certification, how to prepare for the exam, courses available, reviews, tips & tricks that worked or didn’t work. ...

Grow Panel Discussions

Patrick Ortman, CFP®

Scott Vance, CFP®

Daniel Huffman

And More