Infinity Financial Services
Welcome From Our CEO
Ever since launching Infinity Financial Services in 2007, our vision has been to be the independent firm that passionate, growth-oriented financial professionals are excited to join, to serve clients in the right way. At Infinity, we strive to ensure that you enjoy professional fulfilment and career, while meeting all regulatory requirements to keep your practice and the firm in good standing.
When you join Infinity, you may choose the RIA, hybrid RIA, broker, retirement advisory or insurance-oriented model you prefer. You may join Infinity directly, join one of our branches, or form your own branch/OSJ as an independent RIA or as part of our SEC RIA. The branding is up to you – either Infinity or your own branded DBA. We offer open architecture, including the full array of asset management strategies and generous payouts.
While we feel like a boutique, our powerful technology platform–Infinity Virtual Office–puts us on par with the largest firms. It offers paperless processing integrated with the industry-leading CRM system, and functionality to charge your financial, estate and trust-planning fees via credit card processing on this website. In light of recent events, we believe having the ability to work effectively from anywhere may be a distinct advantage to business growth.
I invite you to consider joining Infinity and am pleased to speak with you to explore your aspirations for your practice. Please reach out to me today by clicking here.
Greg B. Gilbert, CFP®
President and CEO
Gregory B. Gilbert is the President, CEO, and CCO of Infinity Financial Services. He founded the firm in 2007 to offer the breadth of services and congenial culture that he would prefer as an independent financial advisor. Prior to starting Infinity, Greg was a registered principal and financial advisor for LPL Financial. Before that he was a senior financial advisor and Executive Club member in the Global Private Client Group at Merrill Lynch. Greg has over 20 years of broad and deep financial services experience.
Prior to entering the investment industry, Greg was a producer and broadcast journalist, reporting on business, economics, politics, and current affairs on KCBS Radio in San Francisco.
Greg received his B.A. degree in speech communications from San Francisco State University. He holds a Certified Financial PlannerTM (CFP®) designation, and these FINRA registrations: Series 24, 7, 53, 4, and 66 licenses. He also holds State of California life and disability insurance licenses (#30C65349). Greg is a Board Member for the San Francisco Bay Area Council of Boy Scouts of America and a Speaker Committee member for the Rotary Club of Oakland, CA