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Sanjay P

Series 65

Cumming, GA

Infinity Wealthcare, LLC

Sanjay Puri is a financial advisor at Infinity Wealthcare, LLC with six years of industry experience. He holds a Series 65 designation and concurrently works as Director of Business Development and Account Management at Amdocs Inc., an enterprise software company serving the telecommunications industry. Infinity Wealthcare provides fee-only investment advisory and consulting services to individuals, self-employed professionals, small business owners, and retirement/pension and profit-sharing plans. The firm uses a combination of fundamental and technical analysis along with options Greeks analysis to create customized portfolios, emphasizing standardized options for income, growth, and risk management.

Options & derivatives strategies Real estate investing Self-Employed Founder/Business Owner
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