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 |
|---|---|---|
Los Banos, CA
| 8
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")