- Adjunct Professor, FI PL
- San Francisco
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.
CFP, Certified Financial Planner
MBA (finance & marketing) Columbia University
BA, University of Vermont
PROFESSIONAL AND TEACHING EXPERIENCE
President, Gridley Associates Inc.
Adjunct Professor, Golden Gate University
Director, Credit Suisse First Boston Corporation
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