About us

Infinity Financial Services was founded in January, 2007 by Greg Gilbert and James Simos. We are a national independent FINRA broker/dealer and registered investment advisor based in Oakland, California, with 52 branch offices around the U.S. Our firm offers investment advisory, brokerage, insurance, and an array of financial planning and risk management services.

We take pride in building strong client relationships through a deep understanding of their investment needs, as well as the financial expertise that our principals and advisors bring to the table. Infinity gives individual investors and businesses a more accessible, affordable, and personalized alternative to the wealth management services offered by larger firms. Our goal is to empower the people we serve. Our clients gain control of their financial lives through meaningful planning advice, advanced online tools and individualized service.

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