A Philosophy That’s Focused on You
Financial Advisors in California Serving Investors Across the Country
Infinity Financial Services was founded in 2003 by Greg Gilbert and James Simos. Greg and James are both investment advisors with many years of training and experience, as well as a vision for creating an investment firm that truly focuses on helping individuals examine their lives and aspirations—then working with them to achieve their goals in a way they makes them feel comfortable, involved, and in charge of their finances.
Today that vision is a reality. While many of the clients Infinity Financial serves live near its offices in California, the company also serves clients from across the country.
Greg and James are passionate about sound financial planning and investing and devoted to their clients’ needs and well-being. They have built their business on their extensive knowledge, years of experience, and strong ethical standards. Honesty, integrity, excellence, trust, and confidentiality are the core values that permeate every relationship, every transaction, and every day of doing business.
Infinity Financial Services is a member of the Oakland Metropolitan Chamber of Commerce.
