Good news! ClientFirst Wealth Management is now approved as a CPE sponsor by the National Association of State Boards of Accountancy (NASBA)! This means that our partners who are looking to earn continuing professional education (CPE) credits can do so through the free programs and events we offer for financial professionals. Joining the National Registry of CPE Sponsors affirms ClientFirst’s commitment to the delivery of high-quality continuing professional education.
If you want to learn more about how we can help you earn CPE credits and advance your knowledge so you can provide the best service for your clients, contact our ClientFirst Wealth Management founder, Ed Mahaffy, at (501) 603-0406 or email@example.com and be sure to download a copy of Ed’s book, “How To Select A Financial Advisor: The Least You Should Know.”
About Edward P. Mahaffy, MBA, CFP®, ChFC®
Ed founded ClientFirst Wealth Management in 2007, after more than 23 years in the wealth management industry. Prior to launching ClientFirst, he spent 6 years as a portfolio manager and branch manager with Raymond James, 6 years as a vice president and portfolio manager with Merrill Lynch, and over 11 years as a financial advisor and fixed-income portfolio manager with Stephens, Inc.
Designated as a Certified Financial Planner and Chartered Financial Consultant, Ed holds a Bachelor of Science in Business Administration from The Citadel and earned his MBA from the University of Arkansas. He is also a member of the Financial Planning Association (FPA). Ed has had articles published in The Arkansas Banker as well as Barron’s magazine and is a member of the National Association of Personal Financial Advisors (NAPFA). He is also the author of How to Select a Financial Advisor: The Least You Should Know. ClientFirst Wealth Management was recently named one of the 2020 Top Financial Advisor Firms in Arkansas list by investor.com. At ClientFirst, Ed is president and senior portfolio manager.
The views expressed represent the opinions of ClientFirst Wealth Management, LLC (“ClientFirst”) and are subject to change. These views are not intended as a forecast, a guarantee of future results, investment recommendation, or an offer to buy or sell any securities. The information provided is of a general nature and should not be construed as investment advice or to provide any investment, tax, financial or legal advice or service to any person.
Additional information, including management fees and expenses, is provided on ClientFirst’s Form ADV Part 2, which is available at https://adviserinfo.sec.gov/firm/summary/120286.