OUR FOUNDERS

Greg Gilbert and James Simos met in 2002 and forged a professional relationship based on their mutually beneficial skills. Greg specialized in sales and compliance issues, and James in accounting and operations. Learning from their experience in large firms, they took their best ideas and created a business model for Infinity Financial Services that offers individuals and companies expert investment services with a personal touch.

GREG GILBERT, CFP®

President and Chief Compliance Officer

Greg Gilbert

 

  • B.A. in speech communications from San Francisco State University
  • Certified Financial Planner™ (CFP®) designation
  • FINRA registrations - Series 24 Principal, Series 7 Equities, Series 53 Municipal Principal, Series 4 Options Principal, Series 66 Combined State Laws
  • State of California insurance license for life and disability (#0C65349)
  • Registered Principal and Financial Advisor; Office of Supervisory Jurisdiction - LPL Financial Corporation
  • Senior Financial Advisor and Executive Club member in the Global Private Client Group, specializing in option pricing and risk management - Merrill Lynch
  • Producer and Broadcast Journalist reporting on business, economics, politics, and current affairs - KCBS Radio in San Francisco
  • Board Member for San Francisco Bay Area Council of Boy Scouts of America
  • Rotary Club of Oakland Speaker Committee member

JAMES SIMOS, CFP®

Chief Operating Officer and
Co-Founder

James Simos

 

  • B.A. in accounting and M.B.A. from Westminster College
  • Certified Financial Planner™ (CFP®) designation
  • FINRA registrations - Series 24 Principals, Series 7 Equities, Series 66 Securities, Series 28 FINOP
  • State of California insurance license (#0D83810)
  • Financial Advisor overseeing financial and investment strategies for high-net-worth private clients - Merrill Lynch
  • Division Controller overseeing financial operations for a $10 million dollar division - Georgia Pacific
  • Worldwide management consultant - Accenture
  • Member of the National Board of Certified Option Advisors (NBCOA)
  • Member of the Financial Planning Association (FPA) of the East Bay
  • Affiliation with The Guardsmen