Index Financial Advisors

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ABOUT RAY GADBOIS
Ray Gadbois is the founder and principal of Index Financial Advisors.  A former high tech executive, he wanted to combine his knowledge of finance, accounting and taxes with his life long interest in personal finance and investments in order to help other people manage their money and achieve their long term financial goals.
     
EDUCATIONAL QUALIFICATIONS
Ray Gadbois has the following educational background and qualifications:
  • BS in Accounting from Bentley College (1979)
  • CPA Exam and Certification (1983)
  • MBA in Finance from UCLA Anderson School of Management (1987)
  • Certificate in Personal Financial Planning from UC Berkeley (2005)
  • CFP® Exam for Certified Financial Planners (2006)
  • NASD Series 65 Exam for Registered Investment Advisers (2006)
  • CFP® Certification Completed (2009)

PROFESSIONAL EXPERIENCE
Ray Gadbois also has the following work experience in business and finance:

  • Accounting, Audit and Tax Preparation (1979 to 1985)
  • Director of Marketing at Oracle (1987 to 1992)
  • VP of Corporate Marketing at PeopleSoft (1992 to 1999)
  • Visiting Lecturer at UC Berkeley Haas School of Business (2000 and 2001)
  • High Tech Management Consultant (2000 2004)
  • Investment Committee Chair for Piedmont Educational Foundation (2001 to 2006)
  • Founder and principal of Index Financial Advisors (2006 to present)

Index Financial Advisors LLC • 43 Farragut Avenue, Piedmont, CA 94610 • 510.891.1574