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

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 Designations

  • Certified Financial Planner™
  • Chartered Financial Consultant

    Published Articles

  • Barron's, August 2005

  • Barron's August 2010
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    Work Experience

  • 2007 to present
    Principal, Portfolio Manager, Clientfirst Wealth Management, LLC.
  • 2001 - 2007
    Portfolio Manager, Branch Manager, Raymond James Financial Services, Inc.
  • 1995-2001
    Vice President, Portfolio Manager, Financial Adviser, Merrill Lynch
  • 1984-1995
    Fixed-Income Portfolio Manager, Financial Adviser, Stephens, Inc.

    Education

  • 1982
    MBA, University of Arkansas
  • 1981
    BSBA, The Citadel

     

     

  • NAPFA Start Date

    April 10, 2009

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    This Office

    1501 N University Ave Ste 615 Little Rock, AR 72207-5235 Phone: (501) 603-0406 Fax: (501) 603-0405