Jeff Sims, CFP^® is a Certified Financial Planner who joined Index Fund Advisors in January 2022. With over nine years of industry experience, Jeff has worked in roles ranging from back-office review at a broker-dealer to client-facing support within financial services. His experience positions with Wedbush Securities, Stifel and an independent advisor affiliated with Commonwealth Financial Network.

He holds a Master of Science in Gerontology and a Bachelor of Arts in Psychology from California State University, Fullerton. His graduate work focused on improving quality of life for individuals with Alzheimer’s disease. Before transitioning to financial services in 2016, he worked directly in Alzheimer’s care. This unique background informs his empathetic and client-centered approach to financial planning.