Rocket Fuel

Faculty: Lewis "Randy" Gridley, MBA, CFP

Lewis Gridley
Lewis Gridley
Title(s):
Adjunct Professor

FI PL

School:
Campus:
San Francisco
  • 415-442-6500

Lewis "Randy" Gridley, MBA, CFP is founder and Principal of Gridley Associates Inc., a fee only financial planning practice located in San Francisco. His business focuses on broad financial planning issues including helping clients manage intergenerational planning and asset transfer concerns.

 

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 the former Interim Director of the Financial Planning Program at Golden Gate University, and is currently an Adjunct Professor teaching graduate level courses in financial planning.

EDUCATION

CFP, Certified Financial Planner

MBA (finance & marketing) Columbia University

BA, University of Vermont

PROFESSIONAL AND TEACHING EXPERIENCE

2000-Present
President, Gridley Associates Inc.

2005-Present
Adjunct Professor, Golden Gate University

1982-2000
Director, Credit Suisse First Boston Corporation

PROFESSIONAL ASSOCIATIONS

President, Chairman, San Francisco Chapter, Financial Planning Association

Board Member, Chairman Investment Committee, San Francisco Ladies Protection Society

Board Member, San Francisco University High School