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)
