Mike R.
6/24/2025
Faruk is a fantastic guy. I feel very fortunate to have crossed paths with him. He has been great at setting up our investments to be positioned well, even when the market is volatile. He has...
Index Gurus
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5350 Paso del Rio Way
Concord, CA 94521
Index Gurus, based in Concord, CA, is a fee-only investment advisory firm founded by Faruk Jaffer, a CFP professional with over two decades of experience in wealth management. Specializing in active investment strategies, retirement income planning, and tailored services for high-net-worth individuals and businesses, the firm emphasizes fiduciary responsibility and transparency in its approach.
The firm offers a comprehensive range of services, including retirement income expertise, tax-smart planning, estate planning, and employee benefits optimization. By actively managing portfolios and providing personalized financial advice, Index Gurus aims to help clients achieve lasting financial peace of mind while navigating the complexities of wealth management.
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Reviews
5.051 reviews
Michael C.
1/2/2025
Faruk was a pleasure to work with! As we wanted to plan further for our future, our goal was to identify areas where we are doing well and can improve upon. From the start, Faruk was personable...
Vikram A.
5/28/2024
Faruk was very personable and sincere and it was truly a pleasure working with him! His data gathering process was very insightful and detailed. The result was a solid financial plan, giving a...
Anand M.
7/1/2024
Had a great experience with Faruk. He is knowledgeable, empathetic and listens keenly to our needs and concerns. The plan is specific to our lives and our individual goals and we always felt we...
Ann H.
1/3/2025
Faruk really helped us see a path to retirement. He listened to our needs and personalized a plan to help us achieve our goals. We feel much more confident about our financial future after working...
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