Find the Certified Financial Planner™
Who's right for you.

James S. Simos, CFP®

Infinity Financial Services

1624 Franklin St
No 818
Oakland, CA 94612
Phone: (510) 628-0671
Fax: (510) 628-0689

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.