Back to Search Favorites List

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
    		•   

    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

    Visit Website Download vCard
    Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
    Submit
    Visit Website Download vCard
    Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

    Submit

    This Office

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