Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Rocklin S
CFP®, Series 63, Series 66
Little Rock, AR
Clientfirst Wealth Management, LLC
Rocklin Senavinin is a CFP® professional with 26 years of industry experience, currently serving at ClientFirst Wealth Management, LLC in Little Rock, AR. He has been with Fiduciary Wealth Management, LLC since 2016. Senavinin is a board member of the Mount St. Mary Foundation, assisting with finance-related matters. ClientFirst Wealth Management serves individual and high-net-worth clients, offering fee-only discretionary asset management along with subscription-style financial planning. The firm creates portfolios based on client goals and risk tolerance, employing various analysis methods and maintaining regular monitoring while disclosing fiduciary obligations.
David W
CFP®, Series 65
Huffman, TX
Clientfirst Wealth Management, LLC
David Wanja Jr. is a CFP® and Series 65 credentialed advisor at Clientfirst Wealth Management, LLC with five years of industry experience. His prior roles include positions at Legacy Financial Designs, FreeWill, and Financial Synergies Wealth Advisors. He has been affiliated with Houston Country Club since 2015. Clientfirst Wealth Management serves individual and high-net-worth clients with fee-only discretionary asset management and subscription-style financial planning. The firm emphasizes tailored portfolios based on client goals, various analysis techniques, and ongoing monitoring.
Edward M
CFP®, ChFC®, Series 63, Series 65
Little Rock, AR
Clientfirst Wealth Management, LLC
Edward Mahaffy III is a CFP® and ChFC® with 24 years of industry experience, currently serving as an advisor at Clientfirst Wealth Management, LLC since 2007. He holds a 30% ownership interest in a separate registered investment adviser and is also the owner of a book publishing and distribution company. Clientfirst Wealth Management serves individual and high-net-worth clients, providing fee-only discretionary asset management and subscription-style financial planning. The firm constructs portfolios tailored to client goals and employs multiple analysis methods, including fundamental, technical, and cyclical approaches.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters