Gridley Associates Inc

Lewis “Randy” Gridley, MBA, CFP(TM) 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. 

Born and raised in the Northeast, 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.  He earned his CFP(TM)  designation in 1999 after receiving certification from the College of Financial Planning.  Randy is past President and Chairman of the Financial Planning Association of San Francisco and has made numerous appearances on radio and television on Financial Planning related topics.  In addition, he is an active member of the national Financial Planning Association and involved in numerous pro bono activities related to his practice.  Randy is also an Adjunct Professor and former Interim Head of the Financial Planning Program at Golden Gate University in San Francisco where he teaches graduate level courses in financial planning. 

Randy serves on the Board and heads the Investment Committee of one of San Francisco’s oldest charitable organizations and is an active participant in fund raising activities for several educational and charitable organizations.  Randy is a resident of San Francisco, spending his free time reading and enjoying the outdoors with his family.