Edward P. Mahaffy

MBA, CFP^®, ChFC^®

PRESIDENT AND SENIOR PORTFOLIO MANAGER

(501) 603-0406

ED@CLIENTFIRSTWM.COM

Ed founded ClientFirst Wealth, Legacy & Estate Planning in 2007. Before that, he managed portfolios for commercial banks and charitable foundations. The discipline behind the firm's individual bond portfolios comes from that work.

Ed walked away from six securities licenses to launch ClientFirst as a fee-only fiduciary practice. He has not held a commission-bearing license since.

Ed enjoys spending time with his family, outdoor activities, reading, and exercising.

CREDENTIALS

Designations: CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC®)

Education: B.S. Business Administration, The Citadel; MBA, University of Arkansas

Memberships: National Association of Personal Financial Advisors (NAPFA); Financial Planning Association (FPA)

Press: Cited in Barron's and The Wall Street Journal

Author: How to Select a Financial Advisor: The Least You Should Know