Open Enrollment Programs
Wealth Management
About the Instructors
Gary Cluff, AAMS, CIMA
Gary is an investment executive with a national investment banking firm. In this practice he is a financial advisor for families and individuals with high net worth as well as institutional investors.
He holds the Accredited Asset Management Specialist (AAMS) designation through the College of Financial Planning and has earned the Certified Investment Management Analyst (CIMA) designation through The Wharton School of the University of Pennsylvania which is sponsored by the Investment Management Consultants Association (IMCA).
Gary holds the Series 7, Series 31, Series 63, Series 65, life insurance, and variable annuity licenses. He specializes in asset allocation and the selection of money managers
Matthew J. Armistead, CIMA, CFP®
Matthew Armistead is a vice-president of a registered investment advisory firm.
He is a CERTIFIED FINANCIAL PLANNER practitioner and holds the designation of Certified Investment Management Analyst through the Wharton Business School at the University of Pennsylvania which is sponsored by the investment Management Consultants Association. In his current practice, he advises institutions and individual investors on asset allocation, investment policy formation, and insurance needs. He is a member of the Investment Management Consultants Association.
Matthew earned his bachelor's and master's degrees in Industrial Engineering from Stanford University.
Edward J. Ribadeneira, Esq;
Edward J. Ribadeneira is a partner in The Law Offices of Wahl and Ribadeneira, P.C.
He is a member of the Arizona State Bar Association and the Maricopa County Bar Association. In his current practice, he counsels clients in the areas of estate planning and administration regusrding wills, trust, and probate.
Edward received his bachelor's degree from the University of Arizona and his juris doctorate from California Western School of Law.
William R. Wahl, Esq;
William R. Wahl is a partner in The Law Offices of Wahl and Ribadeneira, P.C.
He is a member of the Arizona State Bar Association and the Maricopa County Bar Association. In his current practice, he counsels clients in the areas of estate planning and administration regusrding wills, trust, and probate.
Edward received his bachelor's degree from the University of California at San Diego and his juris doctorate from California Western School of Law.
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(602) 543-6200