Top Rated In The SF Bay Area
Serving The Wealth Management Needs Of
Individuals, Families And Businesses
Wealth Management
We help individuals, families and business owners achieve their goals with detailed financial planning, tailored investment portfolios and proactive, high-touch client service.
Active Portfolio Management
An active manager like Index Gurus has a wealth of research and analytical resources to better ensure that your portfolio is positioned to help you meet your financial goals.
Retirement Planning
Our data-driven approach makes retirement planning and retirement income easy. We offer straightforward advice and management with no hidden fees.
Experience
Get unbiased financial advice from a CERTIFIED FINANCIAL PLANNER® professional and top rated money manager.
For over two decades, Mr. Jaffer has coached professionals, business owners and retirees, to make the right financial moves so they can retire with financial peace of mind. He has recently been recognized as a top rated financial advisor in the SF Bay Area. In his spare time, he enjoys spending time with his family and teaching financial planning at UC Berkeley.
Independent
Since our founding in 2004, we’ve done things differently than other investment firms—not just to be different, but because we believe it makes a difference for our clients. We designed our business to always put our clients first.
Index Gurus is an independent, fee-only Registered Investment Adviser. Our clients get exclusive access to Schwab for private wealth services. Start your journey to a better financial future.
And yes, we are a fiduciary.
Trust Earned
5 Stars on Expertise
Best Financial Advisors in San Ramon
5 Stars on Yelp
Top Ranked Money Manager in SF Bay Area
5 Stars on Google
Your values, your life experience, and your aspirations drive the creation of your financial plan and your portfolio.
Let’s get started.
Free Discovery Meeting
925-354-1090
Maximize Financial Outcomes
We believe the combination of our independence, a structure that always puts our clients’ interests first, our investment experience makes us unique in our industry.
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Take the next step
Email faruk@indexgurus.com
Schwab Meeting Locations
1231 S California Blvd, Walnut Creek, CA 94596
6200 Stoneridge Mall Rd, Pleasanton, CA 94588
30 S 1st St, Campbell, CA 95008
800 El Camino Real Suite #100, Menlo Park, CA 94025
211 Main St, San Francisco, CA 94105
© 2024 Index Gurus, Inc.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
