Jose Zamora

After working as a financial advisor in the corporate world, I left Merrill Lynch to launch Infinity Financial Planning. Sensing a shift taking place in the industry, I wanted to create a platform that allows advisors to work in the best interest of their clients while avoiding conflicts of interest. My planning process focuses on open and honest communication partnered with advice that is straightforward and easy to understand. I bring the same principles I've mastered as an athlete and coach to financial planning. You won't find me using jargon or technical terms that only an advisor could understand. My financial plans are based on clear action steps with frequent check-ins to make sure you're progressing towards your goals. I believe wealth is only important when you have the health to go along with it. When I'm not helping my clients with their finances you can find me training at my wife's gym or enjoying an active lifestyle with our 2 children.

Roger Pruitt is a financial advisor at American Investors Company with 40 years of industry experience. He holds a Series 63 designation and has worked at American Investors Company since 1997, with prior experience at MERCED Property & Casualty Company and operating his own practice, Roger H. Pruitt. American Investors Company provides investment advisory, financial planning, 401(k) advisory, and asset supervisory services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm combines advisory and brokerage activities, offering both fee-based and commission products through a multi-advisor structure.

Fernando Mendoza is a financial advisor at Ameriprise with 19 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Mendoza is based in Los Banos, CA. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, algorithm-supported advice through a centralized consulting team.