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Lewis R. Gridley, MBA, CFP(R)
Gridley Associates Inc.
San Francisco, CA - San Francisco Bay Area
Comprehensive financial planning - Contact Lewis R. Gridley
- Specialties
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- Asset allocation (investment planning), education planning, estate planning, investment and asset management and retirement planning
- Privacy Policy
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- Privacy policy not defined by advisor yet
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About Lewis R. Gridley
Randy Gridley is a fee-only planner.
Randy transitioned to his own practice following a successful 20 year career on Wall Street working with institutional investors, giving him an insider's perspective on investing and financial management. Whether the goal is saving for education or planning for retirement, Randy's knowledge and experience can help you work to reach your goals.
Lewis "Randy" Gridley, MBA, CFP® is founder and Principal of Gridley Associates Inc. He started his financial planning practice after a successful twenty-year career on Wall Street, most recently as a Director at Credit Suisse First Boston. During that time, he worked closely with institutional money managers focused primarily on fixed income and related options and derivative products. His career included stints in New York, Los Angeles, and San Francisco. This experience has given Randy a real insider's perspective of the money management world.
Randy holds a BA from the University of Vermont and an MBA in Marketing and Finance from Columbia Graduate School of Business in New York. Randy is past President and Chairman of the Financial Planning Association of San Francisco, former Chair of its Public Relations Committee and has made numerous appearances on radio and TV. In addition, he is an active member of the national Financial Planning Association, involved in various pro bono activities related to his practice, former Interim Director of the Financial Planning Program at Golden Gate University, and an Adjunct Professor teaching graduate level courses in financial planning.
Experience
Before founding Gridley Associates Inc., he worked on Wall Street for over 20 years, most recently with Credit Suisse First Boston. He attended University of Vermont and received a Bachelor of Arts degree. He furthered his education at Columbia Graduate School of Business, where he received his MBA in 1982.
- Principal and Founder
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Gridley Associates, Inc.
January 2000 - Present
- Director
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Credit Suisse First Boston
Investment Bank;
January 1982 - January 2000 (18 years)
Manager, Fixed Income Sales and Trading
Websites
Education
1980 - 1982
Columbia Graduate School of Business
MBA in Marketing and Finance
1974 - 1978
University of Vermont
Bachelor of Arts
Related Terms: Putting the interests of clients first, helping clients understand and be comfortable with their financial plans, addressing the issues that keep clients awake at night
Gridley Associates Inc.
580 California Street, Suite 1600
San Francisco, CA 94104
(415) 397-1100
Contact Lewis R. Gridley
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