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.


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.


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.

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


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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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

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© 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.

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