CPAs Answer Five Short Questions and We Will Donate $5 to Arkansas Food Bank

| June 12, 2020
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For every completed survey, we will donate $5 to Arkansas Food Bank! Please answer the short survey below, and let us know if you have any questions. We will send you a confirmation of the donation on your behalf. 

We at ClientFirst would like to get to know you, our community! We are also partnering with our local Arkansas Food Bank to help support families in need during this difficult time.

Founded in 2007, ClientFirst is an independent fee-only registered investment advisor (RIA) and fiduciary managing over 140,000,000 for Arkansans.

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. At ClientFirst, Ed is president and senior portfolio manager.

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