Edward Mahaffy (CFP®, ChFC®, MBA)

Edward Mahaffy focuses in the
following client markets or areas of practice:
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Ed Mahaffy specializes in financial planning and investment management.
Planning Specialties:
Comprehensive Financial Planning
Asset Allocation & Rebalancing
Retirement Planning
Tax Planning
Investment Management: Customized portfolios of conservative fixed-income securities, exchange – traded funds and no-load mutual funds.
Additional Information
Portfolio Manager Profile: Edward P. Mahaffy, CFP®, ChFC Professional DesignationsPublished ArticlesBarron's, August 2005 |
Work Experience
Principal, Portfolio Manager, Clientfirst Wealth Management, LLC.
Portfolio Manager, Branch Manager, Raymond James Financial Services, Inc.
Vice President, Portfolio Manager, Financial Adviser, Merrill Lynch
Fixed-Income Portfolio Manager, Financial Adviser, Stephens, Inc.
Education
MBA, University of Arkansas
BSBA, The Citadel
NAPFA Start Date
April 10, 2009