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Latoya M

CFP®, Series 63

Norcross, GA

Infinity Financial Wealth Management LLC

Latoya Maddox is a CFP® with 19 years of industry experience. She is the principal of Infinity Financial Wealth Management LLC and has previously worked with NAMCOA - Naples Asset Management Company and the Financial Industry Regulatory Authority. Outside of her advisory role, Maddox is a licensed insurance agent and operates a tax preparation business, as well as teaching pre-license insurance courses and serving as a FINRA arbitrator. Infinity Financial Wealth Management LLC provides discretionary asset management and financial planning services primarily to individuals and high-net-worth clients. The firm employs fundamental analysis and Modern Portfolio Theory in portfolio construction and offers strategies including long-term investments, option writing, and derivatives within separately managed accounts.

Income planning General retirement planning Life insurance needs analysis Retirement income strategy Tax-loss harvesting
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