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Keith D. Huff, CPA, PFS, CFP®, CLU®, ChFC®

Keith D. Huff, CPA, PFS, CFP®, CLU®, ChFC®

Houston, Texas

A 1977 graduate of The University of Houston with a B.B.A. in Accounting, Mr. Huff has been licensed as a Certified Public Accountant in the state of Texas since 1980. Mr. Huff has acquired additional certifications of Personal Financial Specialist (PFS) from the American Institute of Certified Public Accountants, Certified Financial Planner (CFP®) from the Certified Financial Planner Board of Standards, Inc., and Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) from the American College. He is a member of the AICPA, the Texas Society of CPAs, the Houston Chapter of CPA's and the International Association of Financial Planners.
 

Education:

University of Houston Houston, Texas B.B.A., Accounting 1977

36 years of professional experience, serving clients in 12 states, offering services including estate planning, retirement planning, tax planning, education funding, life insurance planning.

Certifications:

Certified Public Accountant (CPA) 1980

Certified Financial Planner (CFP®) 1990

Personal Financial Specialist (PFS) 1996

Chartered Life Underwriter (CLU®) 2004

Chartered Financial Consultant (ChFC®) 2005

FINRA Licenses:

63
7
6
24
26
51

Life Insurance Licensed