Index Fund Advisors, Inc.
Industry: Investment management company
DescriptionIndex Fund Advisors is a registered investment advisor headquartered in Irvine, California, with representatives in several locations across the United States. Headquarters: Irvine, CA Founded: March 5, 1999 Key person: Mark T. Hebner
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Index Fund Advisors, Inc. Employees
Employee
Years
Job
Industry
Margaret Ju Margaret Ju's Index Fund Advisors, Inc. Experience October 2012 - May 2013
Job Customer Solutions Analyst at Medallia
Industry Computer Software
Experience
Medallia August 2015 - Present
PwC August 2014 - July 2015
PwC June 2013 - August 2013
Index Fund Advisors, Inc. October 2012 - May 2013
SCNO at UCI April 2012 - January 2013
FluidNRG September 2012 - October 2012
Quark Games July 2010 - September 2010
Skills
Data Analysis, Python, Financial Analysis, Strategic Consulting, Git, Objective-C, C++
Education
University of California, Irvine 2011 — 2014
Bachelor of Arts, Business Administration and Information & Computer Science
Mission San Jose High School 2008 — 2011
Monta Vista High School
Medallia August 2015 - Present
PwC August 2014 - July 2015
PwC June 2013 - August 2013
Index Fund Advisors, Inc. October 2012 - May 2013
SCNO at UCI April 2012 - January 2013
FluidNRG September 2012 - October 2012
Quark Games July 2010 - September 2010
Skills
Data Analysis, Python, Financial Analysis, Strategic Consulting, Git, Objective-C, C++
Education
University of California, Irvine 2011 — 2014
Bachelor of Arts, Business Administration and Information & Computer Science
Mission San Jose High School 2008 — 2011
Monta Vista High School
John Resurreccion, CFP®, AIF® John Resurreccion, CFP®, AIF®'s Index Fund Advisors, Inc. Experience October 2009 - February 2014
Job Retirement Consultant at LPL Financial
Industry Investment Management
Experience
LPL Financial February 2014 - Present
Index Fund Advisors, Inc. October 2009 - February 2014
Skills
401k, Retirement Planning, Mutual Funds, Retirement, Investments, Asset Allocation, Wealth Management, Investment Advisory, Series 7, Financial Advisory, Financial Services
Education
San Diego State University-California State University 2009 — 2010
Master of Science (M.S.), Business Administration, Concentration in Financial and Tax Planning
Chapman University, The George L. Argyros School of Business and Economics 2001 — 2005
Bachelor of Science (B.S.), Business Administration, Emphasis in Finance
LPL Financial February 2014 - Present
Index Fund Advisors, Inc. October 2009 - February 2014
Skills
401k, Retirement Planning, Mutual Funds, Retirement, Investments, Asset Allocation, Wealth Management, Investment Advisory, Series 7, Financial Advisory, Financial Services
Education
San Diego State University-California State University 2009 — 2010
Master of Science (M.S.), Business Administration, Concentration in Financial and Tax Planning
Chapman University, The George L. Argyros School of Business and Economics 2001 — 2005
Bachelor of Science (B.S.), Business Administration, Emphasis in Finance
Ellen Bird Ellen Bird's Index Fund Advisors, Inc. Experience November 2013 - Present
Job Operations Assistant at Index Fund Advisors, Inc.
Industry Financial Services
Experience
Index Fund Advisors, Inc. November 2013 - Present
Laguna Beach June 2012 - November 2013
Rasmussen Financial & Insurance August 2011 - May 2012
Baja Finisterra Association October 2009 - September 2011
Rasmussen Financial & Insurance October 2007 - August 2011
Council on Aging Orange County April 2007 - May 2010
Baja Finisterra 2009 - 2010
Lone Wolf Designs November 1995 - October 2007
Title Company 1995 - November 1995
New York Life Insurance Company 1990 - 1994
Education
UC Riverside 1985 — 1989
BA, Administrative Studies
Index Fund Advisors, Inc. November 2013 - Present
Laguna Beach June 2012 - November 2013
Rasmussen Financial & Insurance August 2011 - May 2012
Baja Finisterra Association October 2009 - September 2011
Rasmussen Financial & Insurance October 2007 - August 2011
Council on Aging Orange County April 2007 - May 2010
Baja Finisterra 2009 - 2010
Lone Wolf Designs November 1995 - October 2007
Title Company 1995 - November 1995
New York Life Insurance Company 1990 - 1994
Education
UC Riverside 1985 — 1989
BA, Administrative Studies
Zachary Chastain Zachary Chastain's Index Fund Advisors, Inc. Experience October 2010 - December 2012
Job Associate at JPMorgan
Industry Banking
Experience
J.P. Morgan June 2015 - Present
J.P. Morgan June 2013 - May 2015
Index Fund Advisors, Inc. October 2010 - December 2012
Chapman University September 2010 - November 2010
Skills
German, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Communication, Spanish, Financial Analysis, Forensic Accounting, Risk Analyst, Commercial Banking, Wealth Management, Economics, Financial Advisory
Education
Chapman University 2009 — 2013
Bachelor of Science (BS), Business Economics
Lynbrook High School 2005 — 2009
J.P. Morgan June 2015 - Present
J.P. Morgan June 2013 - May 2015
Index Fund Advisors, Inc. October 2010 - December 2012
Chapman University September 2010 - November 2010
Skills
German, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Communication, Spanish, Financial Analysis, Forensic Accounting, Risk Analyst, Commercial Banking, Wealth Management, Economics, Financial Advisory
Education
Chapman University 2009 — 2013
Bachelor of Science (BS), Business Economics
Lynbrook High School 2005 — 2009
Richard N. Neal Richard N. Neal's Index Fund Advisors, Inc. Experience February 2010 - Present
Job Investment Advisor Representative
Industry Financial Services
Experience
Index Fund Advisors, Inc. February 2010 - Present
Texas Aromatics, LP August 1995 - December 2008
First National Bank of Brenham 1982 - 1993
Education
South Texas College of Law 1966 — 1970
JD, Law
The University of Texas at Austin 1962 — 1966
BBA, Banking and Finance
Index Fund Advisors, Inc. February 2010 - Present
Texas Aromatics, LP August 1995 - December 2008
First National Bank of Brenham 1982 - 1993
Education
South Texas College of Law 1966 — 1970
JD, Law
The University of Texas at Austin 1962 — 1966
BBA, Banking and Finance
Adriana Pham Adriana Pham's Index Fund Advisors, Inc. Experience October 2014 - Present
Job Client Services Specialist
Industry Financial Services
Experience
Index Fund Advisors, Inc. October 2014 - Present
Parametric January 2014 - October 2014
Rainier Investment Management June 2012 - November 2013
Laird Norton Wealth Management July 2006 - May 2012
Morgan Stanley 2005 - 2006
Morgan Stanley 2001 - 2005
Skills
Asset Allocation
Education
Kaplan University 2009 — 2010
Financial Planning Certificate, Financial Planning and Services
University of Washington, Michael G. Foster School of Business
Bachelor of Arts (B.A.), Business Administration and Management, General
Index Fund Advisors, Inc. October 2014 - Present
Parametric January 2014 - October 2014
Rainier Investment Management June 2012 - November 2013
Laird Norton Wealth Management July 2006 - May 2012
Morgan Stanley 2005 - 2006
Morgan Stanley 2001 - 2005
Skills
Asset Allocation
Education
Kaplan University 2009 — 2010
Financial Planning Certificate, Financial Planning and Services
University of Washington, Michael G. Foster School of Business
Bachelor of Arts (B.A.), Business Administration and Management, General
Erik Halvorsen, Jr. Erik Halvorsen, Jr.'s Index Fund Advisors, Inc. Experience June 2014 - September 2014
Job Financial Analyst at Wells Fargo Commercial Real Estate
Industry Banking
Experience
Wells Fargo June 2015 - Present
Index Fund Advisors, Inc. June 2014 - September 2014
Luminous Capital January 2014 - March 2014
Challenged Athletes Foundation June 2013 - September 2013
Education
University of California, Los Angeles 2011 — 2015
Bachelor of Arts (BA), Economics
Tesoro High School 2007 — 2011
High School Diploma
Wells Fargo June 2015 - Present
Index Fund Advisors, Inc. June 2014 - September 2014
Luminous Capital January 2014 - March 2014
Challenged Athletes Foundation June 2013 - September 2013
Education
University of California, Los Angeles 2011 — 2015
Bachelor of Arts (BA), Economics
Tesoro High School 2007 — 2011
High School Diploma
Samarth Damania's Index Fund Advisors, Inc. Experience May 2015 - July 2015
Job Portfolio and Risk Management Analyst at Index Fund Advisors, Inc.
Industry Financial Services
Experience
Index Fund Advisors, Inc. May 2015 - July 2015
Spiritual Nutrients May 2014 - September 2014
Ninja Metrics June 2013 - August 2013
Global Gaming Initiative, LLC June 2012 - September 2012
University of Minnesota May 2010 - May 2012
National Youth Leadership Council September 2009 - September 2011
Skills
Research, Computer Science, Data Mining, Entrepreneurship, Data Analysis, Matlab, C++
Education
University of Minnesota-Twin Cities
Bachelor of Science, Applied Economics
The University of Chicago 2012 — 2014
Breck School 2008 — 2012
High School Diploma
Index Fund Advisors, Inc. May 2015 - July 2015
Spiritual Nutrients May 2014 - September 2014
Ninja Metrics June 2013 - August 2013
Global Gaming Initiative, LLC June 2012 - September 2012
University of Minnesota May 2010 - May 2012
National Youth Leadership Council September 2009 - September 2011
Skills
Research, Computer Science, Data Mining, Entrepreneurship, Data Analysis, Matlab, C++
Education
University of Minnesota-Twin Cities
Bachelor of Science, Applied Economics
The University of Chicago 2012 — 2014
Breck School 2008 — 2012
High School Diploma
Natalie (Taylor) Grasso's Index Fund Advisors, Inc. Experience July 2015 - Present
Job Chief Marketing Officer at Index Fund Advisors, Inc.
Industry Financial Services
Experience
Index Fund Advisors, Inc. July 2015 - Present
Index Fund Advisors, Inc. October 2014 - July 2015
Wedbush Securities July 2006 - September 2014
PSB Integrated Marketing August 2004 - July 2006
The Creative Lab - Advertising Agency August 2003 - January 2004
Skills
Corporate Communications, Digital Marketing, Social Media, Digital Strategy, Media Relations, Marketing, Social Media Marketing, Marketing Strategy, Corporate Branding, Strategy, Brand Management, Marketing Management, Marketing Communications, Advertising, Email Marketing, Online Marketing, Strategic Partnerships, Public Relations
Education
California State University-Fullerton
Bachelor of Arts, Communications (emphasis in Advertising)
San Diego State University-California State University
Index Fund Advisors, Inc. July 2015 - Present
Index Fund Advisors, Inc. October 2014 - July 2015
Wedbush Securities July 2006 - September 2014
PSB Integrated Marketing August 2004 - July 2006
The Creative Lab - Advertising Agency August 2003 - January 2004
Skills
Corporate Communications, Digital Marketing, Social Media, Digital Strategy, Media Relations, Marketing, Social Media Marketing, Marketing Strategy, Corporate Branding, Strategy, Brand Management, Marketing Management, Marketing Communications, Advertising, Email Marketing, Online Marketing, Strategic Partnerships, Public Relations
Education
California State University-Fullerton
Bachelor of Arts, Communications (emphasis in Advertising)
San Diego State University-California State University
Wes Long's Index Fund Advisors, Inc. Experience March 2015 - Present
Job Executive Vice President, Director of Wealth Advisor Services at Index Fund Advisors, Inc.
Industry Financial Services
Experience
Index Fund Advisors, Inc. March 2015 - Present
Wedbush Securities May 1997 - March 2015
Skills
Mutual Funds, Investments, Financial Advisory, Asset Management, Securities, Portfolio Management, Series 7, Equities, Wealth Management, Alternative Investments, Passive investing, Index Investing
Education
Portland State University - School of Business 1984 — 1986
marketing, business
Index Fund Advisors, Inc. March 2015 - Present
Wedbush Securities May 1997 - March 2015
Skills
Mutual Funds, Investments, Financial Advisory, Asset Management, Securities, Portfolio Management, Series 7, Equities, Wealth Management, Alternative Investments, Passive investing, Index Investing
Education
Portland State University - School of Business 1984 — 1986
marketing, business
Peter Broekelschen's Index Fund Advisors, Inc. Experience February 2013 - Present
Job Student at Chapman University, The George L. Argyros School of Business and Economics
Industry
Experience
Index Fund Advisors, Inc. February 2013 - Present
Education
Chapman University, The George L. Argyros School of Business and Economics 2012 — 2013
Bachelor of Science (B.S.), Business Administration, Emphasis Finance
Index Fund Advisors, Inc. February 2013 - Present
Education
Chapman University, The George L. Argyros School of Business and Economics 2012 — 2013
Bachelor of Science (B.S.), Business Administration, Emphasis Finance
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