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Gary Bedford, Chfc, Cima, Ma Email & Phone Number

CIMA, Certified Investment Management Analyst at Investments & Wealth Institute
Location: Boulder, Colorado, United States 4 work roles 5 schools
1 work email found @garybedford.com 7 phones found area 303, 970, and 720 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 7 phones

Work email g****@garybedford.com
Direct phone (303) ***-****
LinkedIn Profile matched
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Current company
Investments & Wealth Institute
Role
CIMA, Certified Investment Management Analyst
Location
Boulder, Colorado, United States
Company size
55 employees

Who is Gary Bedford, Chfc, Cima, Ma? Overview

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Gary Bedford, Chfc, Cima, Ma is listed as CIMA, Certified Investment Management Analyst at Investments & Wealth Institute, a with 55 employees, based in Boulder, Colorado, United States. AeroLeads shows a work email signal at garybedford.com, phone signal with area code 303, 970, 720, and a matched LinkedIn profile for Gary Bedford, Chfc, Cima, Ma.

Gary Bedford, Chfc, Cima, Ma previously worked as ChFC CIMA at Bedford Wealth Advisors and Senior Financial Advisor at Cambridge Investment Research Advisors, Inc., A Registered Investment Advisor. Gary Bedford, Chfc, Cima, Ma holds Certified Investment Management Analyst (Cima), Investment Management And Consulting, Completed Designation from Investment & Wealth Institute.

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*@garybedford.com
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Profile bio

About Gary Bedford, Chfc, Cima, Ma

Gary began his financial services career in 1979, and has practiced in Boulder, Colorado since 1982. He received his B.A. in 1977, his M.A in 2011, and has gone on to distinguish himself with various professional designations and certifications, including the Certified Investment Management Analyst (CIMA) and the Chartered Financial Consultant (ChFC).Securities offered through Cambridge Investment Research Inc., Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the ‘Contact Info’ section above. Investment Advice offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Bedford Wealth Advisors and Cambridge are not affiliated.Gary Bedford may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, FL, ID, IL, MA, MO, NC, TX, WA, WY Third-party posts found on this profile do not reflect the views of Cambridge Investment Research Inc. or Cambridge Investment Research Advisors, Inc. and have not been reviewed by Cambridge as to accuracy or completeness.

Listed skills include Asset Allocation, Investment Advisory, Retirement, Estate Planning, and 20 others.

Current workplace

Gary Bedford, Chfc, Cima, Ma's current company

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Investments & Wealth Institute
Investments & Wealth Institute
CIMA, Certified Investment Management Analyst
greenwood village, colorado, united states
Website
investmentsandwealth.org
Employees
55
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4 roles

Gary Bedford, Chfc, Cima, Ma work experience

A career timeline built from the work history available for this profile.

Chfc Cima

Bedford Wealth Advisors

Boulder

Senior Financial Advisor

Cambridge Investment Research Advisors, Inc., A Registered Investment Advisor

Boulder, Co

Registered Representative, Registered Investment Advisor Representative, Series 7, Series 63, 65.Our firm provides “high touch” and “high tech” investment & financial services. We offer a focused set of fee-based services to our clients, and may are also qualified to receive commissions in lieu of fees in the placement of certain insurance services (life & disability income)Two types of clients characterize our firm: individuals, and closely held or privately owned companies.Individuals include higher net-worth clients and closely held business owners. These clients benefit from our extensive investment management experience, and from our ability to offer sophisticated financial consulting strategies. Investment management includes investment policy development, asset allocation, asset research and analysis, performance monitoring, risk compliance and research, and extensive portfolio reporting. Financial consulting focuses on basic strategies such as tax efficiency, asset allocation, retirement or financial independence planning, survivorship and legacy planning, and basic estate planning such as wills and trusts. Advanced strategies include zero tax estate plans, charitable trusts, family limited partnerships and limited liability companies, family foundations, and family wealth and business succession plans.Closely held business clients benefit from extensive asset consulting experience. Trustees receive extensive and ongoing fiduciary compliance reviews, investment policy development and documentation, portfolio management, performance monitoring, risk analysis, and portfolio reporting.Our firm does not provide legal or tax advice, but rather works closely with the client’s attorneys, CPAs and other advisors to ensure plan coordination and integration.

Chfc Clu Ricp

Society Of Financial Service Professionals

ChFC, Chartered Financial Consultant, since 1986CLU, Chartered Life Underwriter, 1987RICP, Retirement Income Certified Professional, 2014

Team & coworkers

Colleagues at Investments & Wealth Institute

Other employees you can reach at investmentsandwealth.org. View company contacts for 55 employees →

SH Shin Hong Shin Hong Colleague at Investments & Wealth InstituteNorth Korea, Korea, Democratic People'S Republic Of View → RC Ryan C. Kennedy Ryan C. Kennedy Colleague at Investments & Wealth InstituteDenver, Colorado, United States View → TD Thakur Dutt Bali Thakur Dutt Bali Colleague at Investments & Wealth InstituteFaridabad, Haryana, India View → AK Aubrey Kalchbrenner Aubrey Kalchbrenner Colleague at Investments & Wealth InstituteDenver, Colorado, United States View → DA David Alvarado David Alvarado Colleague at Investments & Wealth InstituteLittleton, Colorado, United States View → GW George Walker George Walker Colleague at Investments & Wealth InstituteRochester, England, United Kingdom View → JM Jack Miller Jack Miller Colleague at Investments & Wealth InstituteDallas-Fort Worth Metroplex, United States View → KG Kelly Gormley Kelly Gormley Colleague at Investments & Wealth InstituteUnited States View → PS Petros Stathis Petros Stathis Colleague at Investments & Wealth InstituteDelhi, India View → DR Dina Rosenthal Dina Rosenthal Colleague at Investments & Wealth InstituteOrange County, California, United States View →
5 education records

Gary Bedford, Chfc, Cima, Ma education

Certified Investment Management Analyst (Cima), Investment Management And Consulting, Completed Designation

Investment & Wealth Institute

Activities and Societies: IMCA offers the only financial services crediential accredited by the American National Standards Institute.

Chfc, Clu, Ricp, Financial Planning & Wealth Managemente

Society Of Financial Service Professionals, American College

ChFC, Chartered Financial Consultant, 1986 CLU, Chartered Life Underwriter, 1987 Retirement Income Certified Professional, 2014

Masters Degree, Philosophy And Religious Studies, Successful Completion, Including Thesis

University Of Denver

Activities and Societies: American Acadamey of Religion, MemberThe Religious Studies Master of Arts program at the University of Denver.

Participant, 1976-77 Honors Program, Faith Cultures In Islam, Hinduism, And Buddhism, A

Internationl School Of America, International Honors Program

Activities and Societies: Global tour visiting native traditions in their holy cities, including Fez, Morocco, Jerusalem, Israel, Isfahan.

Bachelor’S Degree, Philosophy & Religious Studies, A

California State University, Chico

Activities and Societies: 1976-1977 Participant, International Honors Program, International School of AmericaUndergraduate degree focused.

FAQ

Frequently asked questions about Gary Bedford, Chfc, Cima, Ma

Quick answers generated from the profile data available on this page.

What company does Gary Bedford, Chfc, Cima, Ma work for?

Gary Bedford, Chfc, Cima, Ma works for Investments & Wealth Institute.

What is Gary Bedford, Chfc, Cima, Ma's role at Investments & Wealth Institute?

Gary Bedford, Chfc, Cima, Ma is listed as CIMA, Certified Investment Management Analyst at Investments & Wealth Institute.

What is Gary Bedford, Chfc, Cima, Ma's email address?

AeroLeads has found 1 work email signal at @garybedford.com for Gary Bedford, Chfc, Cima, Ma at Investments & Wealth Institute.

What is Gary Bedford, Chfc, Cima, Ma's phone number?

AeroLeads has found 7 phone signal(s) with area code 303, 970, 720 for Gary Bedford, Chfc, Cima, Ma at Investments & Wealth Institute.

Where is Gary Bedford, Chfc, Cima, Ma based?

Gary Bedford, Chfc, Cima, Ma is based in Boulder, Colorado, United States while working with Investments & Wealth Institute.

What companies has Gary Bedford, Chfc, Cima, Ma worked for?

Gary Bedford, Chfc, Cima, Ma has worked for Investments & Wealth Institute, Bedford Wealth Advisors, Cambridge Investment Research Advisors, Inc., A Registered Investment Advisor, and Society Of Financial Service Professionals.

Who are Gary Bedford, Chfc, Cima, Ma's colleagues at Investments & Wealth Institute?

Gary Bedford, Chfc, Cima, Ma's colleagues at Investments & Wealth Institute include Shin Hong, Ryan C. Kennedy, Thakur Dutt Bali, Aubrey Kalchbrenner, and David Alvarado.

How can I contact Gary Bedford, Chfc, Cima, Ma?

You can use AeroLeads to view verified contact signals for Gary Bedford, Chfc, Cima, Ma at Investments & Wealth Institute, including work email, phone, and LinkedIn data when available.

What schools did Gary Bedford, Chfc, Cima, Ma attend?

Gary Bedford, Chfc, Cima, Ma holds Certified Investment Management Analyst (Cima), Investment Management And Consulting, Completed Designation from Investment & Wealth Institute.

What skills is Gary Bedford, Chfc, Cima, Ma known for?

Gary Bedford, Chfc, Cima, Ma is listed with skills including Asset Allocation, Investment Advisory, Retirement, Estate Planning, Financial Advisory, Wealth, Public Speaking, and Cima.

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