Advisor at Infinity Financial Planning
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Los Banos, CA 93635
Credentials
CFP®
Industry experience
8 years
After working as a financial advisor in the corporate world, I left Merrill Lynch to launch Infinity Financial Planning. Sensing a shift taking place in the industry, I wanted to create a platform that allows advisors to work in the best interest of their clients while avoiding conflicts of interest. My planning process focuses on open and honest communication partnered with advice that is straightforward and easy to understand.
I bring the same principles I've mastered as an athlete and coach to financial planning. You won't find me using jargon or technical terms that only an advisor could understand. My financial plans are based on clear action steps with frequent check-ins to make sure you're progressing towards your goals.
I believe wealth is only important when you have the health to go along with it. When I'm not helping my clients with their finances you can find me training at my wife's gym or enjoying an active lifestyle with our 2 children.
1.00%
$150+/hr
$150+/mo
1220 E St Ste. A
Los Banos, CA 93635
California
Infinity Financial Planning
2019 - Present (7 years)
Bank Of America, N.a.
2017 - 2019 (2 years)
Merrill
2017 - 2019 (2 years)
CrossFit ValleyView
2014 - 2017 (3 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63
Los Banos, CA
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Series 63, Series 66
Los Banos, CA
Ameriprise
Fernando Mendoza is a financial advisor at Ameriprise with 19 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Mendoza is based in Los Banos, CA. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, algorithm-supported advice through a centralized consulting team.
Series 63, Series 66
Los Banos, CA
J.P. Morgan Securities
Salvador Jimenez is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018. Prior to that, he was employed at CarMax and REA Commercial Security and served in the United States Army Reserves from 2013 to 2022. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver a range of advisory and brokerage services.
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