- Certified Financial Planner (CFP)
Why choose this provider?
Index Gurus, Inc., is an independent advisory firm that helps professionals, individuals, business owners, and families in Pittsburg. It guides clients in investing and asset allocation, risk management, and legacy building. Its analysts take a concierge-style approach to financial planning that involves assessment, tax liability analysis, and cash flow management. The firm was established by Faruk Jaffer, a CFP and ChFC, in 2004. He teaches financial planning at UCSC. Jaffer is a member of the Financial Planning Association and the American Red Cross.
Investment Adviser Public Disclosure Database, SEC