Index Gurus

Specialties

wealth management; retirement income; investments; financial planning; 401k and IRA’s.

History

Established in 2005.

Index Gurus is an independent and boutique Registered Investment Advisory corporation in the state of California. Our name reflects our holistic approach to use well diversified and tax-​efficient investments that include index funds, ETF’s, bonds and preferred stocks to build the foundation of a solid portfolio.

Founded on the belief that our clients’ best interests must always come first, our fee-​only structure allows us to help each client achieve the specific and unique goals they have set for themselves.

Meet the Business Owner

Faruk J.

Business Owner

Helping you achieve your financial goals is our top priority. Faruk is an advanced financial planner and an expert in asset management. David Beck is a CFP. Together as a team, we create personalized portfolios for financially successful individuals and also manage money for small businesses, professional executives, and retirees.