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Home > Financial Planner Directory > California > Oakland > James S. Simos, CFP®

James S. Simos, CFP®

Planner List SAVED PLANNERS (0)

Infinity Financial Services

1624 Franklin St

No 818

Oakland, CA 94612

Phone: (510) 628-0671

Fax: (510) 628-0689

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties

Attending College
Comprehensive Financial Planning
Asset Allocation
Employee Benefits
Mutual Funds
Retirement
Stocks & Bonds

How Planner Charges

N/A

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.

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