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Investment Management

Investing is the foundation of a sound financial plan. We work with you to develop a custom strategy to meet your needs while adhering to your risk tolerance and personal values.

Financial Planning

There’s more to a financial plan than numbers. We help you identify your financial and non-financial goals, outline the best path to achieve them, and track your progress until completion.

Tax Planning

You deserve to keep more of your hard-earned money. We help you apply tax-efficient investing strategies while making the right actions throughout the year to lower your tax burden and save more.

Charitable Giving

Helping others can come with financial benefits for yourelf. We help you reap these benefits so you can make a larger impact with your wealth.

Retirement Income

Transitioning to retirement requires changes in how you manage your assets. We help you identify and implement the necessary changes to receive your required income for living expenses.

Estate Planning

Proper estate planning is critical to preserve wealth for the next generation. We help you perform the right actions to leave your best legacy.

    Our Story

    Infinity Financial Planning was created to use time-tested methods for building and managing wealth. Our planning process relies on measurable, observable, and repeatable actions that have consistently shown to increase wealth and prosperity. We believe in full disclosure and discussion of methods and results to support our decisions and create the best outcome for our clients. By making transparency a cornerstone of our process, our clients can trust they have an advisor working in their best interest to achieve what’s important to them.

    Graciano Rubio

    Founder

    After working as a financial advisor in the corporate world, Graciano left Merrill Lynch to launch Infinity Financial Planning. Sensing a shift taking place in the industry, Graciano wanted to create a platform that allow advisors to work in the best interest of their clients while avoiding conflicts of interest.

    Schedule a Call

    209.704.2878

    Info@Infinityfp.org

    1220 E St Suite A

    Los Banos, CA 93635