Edwin Jaffe, CFP® has been in the financial planning business for over 30 years. As a husband and father of two, he understands the impact a good financial plan can have on families’ futures. After starting out in the wire-houses and operations desks in the corporate world, it was apparent to Edwin that the large investment firms, and really the industry as a whole, was not looking at the full picture for their clients. Rather than focus solely on the investment assets, as stock traders and brokers were accustomed to, Edwin knew that in order to act in the best interest of the client(s) he must take into consideration all aspects of their financial picture. So in 1987, he began work to obtain his CERTIFIED FINANCIAL PLANNERTM designation.
Over the next 3 years, he went on to become totally independent as a CFP® certificant. It was then that Edwin’s practice started to really take off. In the early days, a client base of mostly family and friends started to really “buy into” this holistic, comprehensive approach Edwin often talked about. And it didn’t take long for their newfound financial peace to spread to others. Edwin’s reputation for explaining complex financial concepts in a simple, easy-to-understand way has helped to build a large, successful practice the RIGHT way…the ONLY way. By doing the best job possible for each client, as if they’re the only client.
The process Edwin implements, by design, is closely aligned with the elements of the CFP® process. From RETIREMENT, INVESTMENT, and INSURANCE planning, to consideration of TAX and ESTATE issues, his practice examines all areas that are material to the individual client’s situation.
In addition to being a CERTIFIED FINANCIAL PLANNERTM, Edwin is an Investment Advisor Representative of Jaffe Wealth Management & Consulting, Inc. and Silver Oak Securities, Inc., both Registered Investment Advisory firms. He is also a licensed producer for life, accident, and health insurance.
- Bachelor of Science (Concentrations in Accounting & Economics) at Arkansas State University
- CERTIFIED FINANCIAL PLANNERTM designation
- Quoted in many local and national publications
- Guest speaker/lecturer on the topics of both economics and personal finance