Gary Bedford Email & Phone Number
CIMA, Certified Investment Management Analyst @ Investments & Wealth Institute
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Gary Bedford Location
- Boulder, CO, US
Gary Bedford Work
- 1999 -now CIMA, Certified Investment Management Analyst @
- 1986 -now ChFC CIMA @ Bedford Wealth Advisors
- 2018 -now Senior Financial Advisor @ Cambridge Investment Research Advisors, Inc., A Registered Investment Advisor
- 1986 -now ChFC CLU RICP @ Society of Financial Service Professionals
Gary Bedford Education
- Investment & Wealth Institute
Certified Investment Management Analyst (CIMA) (Investment Management and Consulting)
1999-2018 - Society of Financial Service Professionals, American College
ChFC, CLU, RICP (Financial Planning & Wealth ManagementE)
1986-2018 - University of Denver
Masters Degree (Philosophy and Religious Studies)
2009-2011 - Internationl School of America, International Honors Program
Participant, 1976-77 Honors Program (Faith cultures in Islam, Hinduism, and Buddhism)
1976-1977 - California State University, Chico
Bachelor’s Degree (Philosophy & Religious Studies)
1975-1977
Gary Bedford Skills
- Asset Allocation
- Investment Advisory
- Retirement
- Estate Planning
- Financial Advisory
- Wealth
- Public Speaking
- CIMA
- Investment Management
- Portfolio Management
- 401k
- Customer Service
- Strategic Planning
- FINRA
- ChFC
- Retirement Planning
- Securities
- Trusts
- Personal Financial Planning
- Socially Responsible Investing
- Economics
- Wealth Management
- Small Business
- Accredited Estate Planner
- Leadership
- Microsoft Office
- Project Management
- Healthcare
- Marketing
- SQL
Gary Bedford Summary
- Gary Bedford, based in Boulder, CO, US, is currently a CIMA, Certified Investment Management Analyst at Investments & Wealth Institute. Gary Bedford brings experience from previous roles at Bedford Wealth Advisors, Cambridge Investment Research Advisors, Inc., A Registered Investment Advisor and Society of Financial Service Professionals. Gary Bedford holds a 1999 - 2018 Certified Investment Management Analyst (CIMA) in Investment Management and Consulting @ Investment & Wealth Institute. With a robust skill set that includes Asset Allocation, Investment Advisory, Retirement, Estate Planning, Financial Advisory and more. Gary Bedford has 1 emails and 2 mobile phone numbers on RocketReach.
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