Index Gurus
(20 Reviews)
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.
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In Business Since 2004
CFP Certified
Sentiment Analysis
We appreciate how thorough his information gathering sessions and online portal questionnaires were to ensure the most tailored and accommodating financial plan recommendations.
Throughout the investment period, they kept me well-informed about the status of my investment, providing regular updates and answering any questions I had promptly and comprehensively.
More importantly I was confident that I could trust him which can be challenging to find in the financial industry.
Just days after we completed our service agreement, my employer suddenly dropped a contract change upon my inbox and I had absolutely no background to navigate the new terms and conditions.
As my husband and I are getting ready for a move to another country, we thought it wise to seek out a CFP to help ensure that our own assumptions about our financial picture were sound.
His analysis of my retirement portfolio, along with my lifestyle and goals, was thorough and insightful, and gave me the confidence I so badly needed to pull the trigger on my retirement.
He exceeded our expectations and made us feel comfortable, even though we gave him our entire financial situation.
He was unbelievable helpful, provided clear insight, and fully explained what my option were and the benefit and risk of each decision at a level I could understand.
We were not wrong - Faruk was thorough, insightful, knowledgeable, friendly and took the time to understand out needs and concerns and then come back with a very detailed plan, recommendations and analysis of multiple different scenarios that exceeded our expectations.
I consider myself an informed investor/saver but I didn't just want to assume that I have enough to retire on.
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