
Edward Mahaffy, MBA, CFP, ChFC
President and Senior Portfolio Manager
ClientFirst Wealth Management
Little Rock, Arkansas, USA
Financial Services
Professional Summary
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our approach is cost-effective and tax-efficient. As an independent investment advisor, we can offer you a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your unique situation, your values, your preferences and your goals. It will be designed to account for change, in the markets and in your circumstances.
As your professional partner, we'll work hard to earn your trust and confidence, and provide the advice and service you deserve. Send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Ed Mahaffy is a Certified CPE Sponsor through NASBA.
Request A Copy of "How To Select A Financial Advisor" at
https://www.clientfirstwm.com/download-my-book
You can reach me directly at ed@clientfirstwm.com or call 501.603.0406
Our approach is cost-effective and tax-efficient. As an independent investment advisor, we can offer you a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your unique situation, your values, your preferences and your goals. It will be designed to account for change, in the markets and in your circumstances.
As your professional partner, we'll work hard to earn your trust and confidence, and provide the advice and service you deserve. Send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Ed Mahaffy is a Certified CPE Sponsor through NASBA.
Request A Copy of "How To Select A Financial Advisor" at
https://www.clientfirstwm.com/download-my-book
You can reach me directly at ed@clientfirstwm.com or call 501.603.0406
Learn More
Languages
- English
Industry Experience
- Wealth Management
- Wealth Management
- Investment Banking
Website
ClientFirst Wealth ManagementExperience
ClientFirst Wealth Management
Little Rock, Arkansas, USA 72207
Little Rock, Arkansas, USA 72207
President and Senior Portfolio Manager
Financial Services
2007 - Present
Responsible for advising high net worth individuals on comprehensive financial planning strategies. Many of our clients are referred by tax professionals who we work closely with to ensure the best possible tax-free outcome for their clients.
Also provide complimentary CPE webinars to tax professionals on "How To Offer Wealth Management Services As A Small CPA Firm". Register for next event at this link: https://www.clientfirstwm.com/how-to-offer-wealth-management-services-as-a-small-cpa-firm-webinar
Also provide complimentary CPE webinars to tax professionals on "How To Offer Wealth Management Services As A Small CPA Firm". Register for next event at this link: https://www.clientfirstwm.com/how-to-offer-wealth-management-services-as-a-small-cpa-firm-webinar
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Education
BS, Business Administration
The Citadel
Charleston, South Carolina, United States
MBA
University of Arkansas Little Rock
Little Rock, Arkansas, United States
Professional Certifications
Certified Financial Planner (CFP)
Active
Chartered Financial Consultant (ChFC)
Active
Associations and Societies
- National Association of Professional Financial Advisors (NAPFA)
- Financial Planning Association (FPA)