Infinity Financial Services

212 9th St STE 202,, Oakland, California, United States

Ever since launching Infinity Financial Services in 2007, our vision has been to be the independent firm that passionate, growth-oriented financial professionals are excited to join, to serve clients in the right way. At Infinity, we strive to ensure that you enjoy professional fulfillment and career while meeting all regulatory requirements to keep your practice and the firm in good standing.

When you join Infinity, you may choose the RIA, hybrid RIA, broker, retirement advisory, or insurance-oriented model you prefer. You may join Infinity directly, join one of our branches, or form your own branch/OSJ as an independent RIA or as part of our SEC RIA. The branding is up to you – either Infinity or your own branded DBA.  We offer open architecture, including a full array of asset management strategies and generous payouts.  

While we feel like a boutique, our powerful technology platform–Infinity Virtual Office–puts us on par with the largest firms. It offers paperless processing integrated with the industry-leading CRM system, and functionality to charge your financial, estate, and trust-planning fees via credit card processing on this website. In light of recent events, we believe having the ability to work effectively from anywhere may be a distinct advantage to business growth. 

I invite you to consider joining Infinity and am pleased to speak with you to explore your aspirations for your practice. Please reach out to me today by clicking here. 

212 9th St STE 202,, Oakland, California, United States

  • Mon 09:00 AM - 06:00 PM
  • Tue 09:00 AM - 06:00 PM
  • Wed 09:00 AM - 06:00 PM
  • Thu 09:00 AM - 06:00 PM
  • Fri 09:00 AM - 06:00 PM
  • Sat Closed
  • Sun Closed