Image by Alex wong

Infinity Financial Services is a national, independent Investment and Wealth Management firm, founded with a vision: help enterprising financial professionals to grow truly independent, successful practices, leveraging leading-edge technologies and firm support.

Based in Oakland, California, with branch offices around the U.S., Infinity's financial professionals offer an array of asset management, brokerage, insurance, financial planning, benefit plan, insurance, and risk management services.

Infinity continues to grow because of our commitment to our financial professionals and investors. Financial professionals who join Infinity enjoy an open architecture work environment focused on individual responsibility, not overbearing scrutiny. We guide and collaborate with our professionals, providing the peer-to-peer support they need to succeed. We are large enough to provide a powerful, flexible virtual office technology platform, and small enough to support a personalized growth experience for each person and team.

Our Mission

and Values

Our mission is to empower our financial professionals to develop thriving independent financial services practices, using their own brand or ours, while meeting their compliance requirements. Our President and CEO built his career in financial planning and wealth management by striving to do the right thing for clients and for his financial professionals, and has built a firm with an unwavering value system:



We're open, honest and trustworthy with everyone who works with us.


We deliver what we promise and aim for added value in all that we do. 


We leverage our deep understanding of the marketplace, and advisor and client needs, to help them achieve results they seek.


We do the right thing in all circumstances and honor moral, ethical, and professional values.


We give proper attention and care to each task, staying focused and supporting our financial professionals' and their clients' needs.


We seek to constantly improve our efforts, pro-actively use feedback, and achieve ever-improving outcomes.

Image by Alex wong