David Hudson, CFP®, CRPC®

Financial Planner

David is a Financial Planner affiliated with Lincoln Financial Advisors.  His primary work involves the assembly, implementation, and ongoing management of financial plans for clients across the county. 

David joined Lincoln in December of 2015 and brings to his personal practice over 27 years of financial education and diverse experience including time in retail banking, insurance planning, and investment advising.  He earned his CERTIFIED FINANCIAL PLANNERTM designation in August 2015 and is currently an instructor in the certificate program at the University of North Florida.

In addition to earning the CFP® professional certification, he has also held the Chartered Retirement Planning Counselor® designation since 2012, is FINRA Series 7 and 66 securities registered, and holds Life and Annuity insurance licenses in multiple states.

As the son of two military parents, David traveled the U.S. extensively while growing up and still loves to explore in his free time. He also developed a love of hockey living in Alaska and Michigan as a child, and while attending college in upstate New York.  He can be found most weekends playing in local adult hockey leagues and spending time with his family.

 

Click HERE to see if you are on track for retirement.  

 

CFP

Phone (904) 281-9196
Fax (727) 369-2170