Top rated in the SF Bay Area

At Index Gurus, we believe a client’s portfolio must take into account where they are today and where they want to go

Index Gurus is an independent, fee-only Registered Investment Adviser.

Our Approach

A different approach — one that begins with you and the life you want to lead.

Who We Help

Individuals, families, business owners and professionals can benefit from personalized service and customized advice, giving them confidence that they are making the most of their wealth. From running a company to developing software, the decisions you make with your capital are vital to your success. We manage wealth so our clients can focus on their priorities. Let us do the heavy lifting.

Your values, your life experience, and your aspirations drive the creation of your financial plan and your portfolio. Let’s get started.

About the Founder

Mr. Jaffer has been providing objective financial planning and investment management through a fee-only structure, which he created in 2004 to best serve the interests of the client. Since working for Edward Jones in 2000, he has coached working professionals, business owners and their employees, to make the right financial moves so they can retire with financial peace of mind. Lately, he has improved the financial confidence of employees at large companies like Google. Mr. Jaffer has been actively involved in various professional associations and community service organizations. This has included the Financial Planning Association and the American Red Cross, where he was recognized in a special ceremony for being a distinguished volunteer. In his spare time, he enjoys spending time with his family and teaching at UCSC in the Financial Planning Program.

Free Discovery Meeting

We take the time to listen, learn, and understand your goals. We’re prepared to answer the questions you have and ask the ones you haven’t, and take deliberate, thoughtful action to help get you where you want to go.

Take the Next Step

Contact Us Today