A complete list of active advisors currently associated with Infinity Financial Planning

Warmer can help you find a great advisor at Infinity Financial Planning or one who fits your needs even better.

Infinity Financial Planning is a solo, state-registered independent advisory firm that manages approximately $2.74 million in discretionary assets for roughly ten clients. The firm offers individually tailored investment management plus project-based, hourly, and an ongoing monthly financial planning subscription that covers retirement, college savings, cash‑flow, business planning, insurance, and estate planning. Investment implementation emphasizes Modern Portfolio Theory and primarily passive management using asset-class allocations and low‑turnover funds, while the firm also employs fundamental, technical, cyclical, and charting analysis as part of its investment analysis and portfolio decisions. Accounts are managed on a discretionary basis and the firm uses block trading practices when aggregating orders across client accounts. What stands out for a firm of this size is the advisor’s combination of both CFA and CFP credentials and the pairing of a small client base with a broad stated capability to serve individuals, high‑net‑worth clients, and various institutional entities. The firm also notes a few operational distinctions: it operates with a single advisor across two offices and, unlike many peers, does not provide written reports to investment advisory clients.

To learn more about the advisors currently working at Infinity Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Graciano Rubio	Los Banos, CA	8

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