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David R
Series 66
Fairfield, CT
Infinity Financial Services Advisory
David Rookasin is a financial advisor with Infinity Financial Services Advisory in Fairfield, CT, holding a Series 66 designation and 16 years of industry experience. He has worked at Infinity Financial Services since 2019, following prior roles at Wells Fargo Clearing Services and UBS Financial Services. Outside of his advisory work, he is involved with Checkmate, a software licensing business, and Young for Life, a health and wellness information activity. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for about 642 clients. The firm serves individual and high-net-worth clients using a multi-method investment approach that includes technical, fundamental, and quantitative analysis, alongside portfolio management, financial planning, and pension consulting.
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