ABOUT INFINITE WEALTH
Our Culture and Values
Infinite Wealth Planning believes that a financial plan should be more comprehensive than an investment or insurance strategy. Families should come to expect more than a once-a-year meeting from their advisor! We work to partner closely with clients to strategize all aspects of their financial life to make sure that the money is working as well as it can, and to create a more positive relationship with finances.
We believe our approach and relationship is different than other firms. Our relationship is long-term relationship with you is based on coaching and brainstorming—and not merely a series of commission-generating transactions.
Our core values are the foundation of everything at Infinite Wealth Planning. They define who we are, what we do and how we do it. We never forget every decision made impacts our client’s family in some way. We always do what is best for our clients. Just as we would family and friends, we treat each and every one of our clients with the utmost openness, respect and fairness.
Infinite Wealth Planning Core Values:
- Integrity
- Objectivity and Independence
- Innovation
- Responsibility
- Education
- Collaboration
- Organization
Brent Gargano, CFP®Founder and Financial Planner at Infinite Wealth Planning, LLC.
Brent Gargano, a leader in financial planning, founded Infinite Wealth Planning to deliver a superior client experience. Before college, Brent’s analytical approach in chemistry led him to win awards in both the University of Cincinnati and Ohio State Science Fairs, then to compete internationally in the ISEF International Science Fair. These experiences drove him to attend the University of Cincinnati as a chemistry major, further shaping his analytical approach, attention to details and dedication to strategy. While in college, Brent discovered a passion for personal finance and investing, leading him to beginning his financial career at Fidelity Investments in 2013. At Fidelity, Brent specialized in optimizing benefits and creating holistic plans for thousands of Fidelity clients utilizing his analytical skills. Then, in 2019, Brent made a transition to UBS where he deepened his expertise by leading relationships working with high-net-worth clients.
In 2022, Brent founded Infinite Wealth Planning. Utilizing cutting edge technology, his firm provides comprehensive financial guidance in investment management, tax strategies, and retirement planning. Brent’s focus on the planning process along with his unwavering ethics, unbiased recommendations, and commitment to purposeful decision-making, provides clients with a comprehensive process to achieving financial success.
Outside of client relationships, Brent continues to grow within the financial community. In 2024, Brent extended his passion for financial knowledge by accepting a position as an Adjunct Professor of Finance at the University of Cincinnati Lindner College of Business, educating, mentoring and empowering the next generation of financial advisors. Moreover, since 2014, Brent is an active member of the Financial Planning Association of Southwestern Ohio, holding various director and leadership roles where he has planned, organized and hosted conferences featuring industry leaders, and raised money for the benefit of the organization.
If you seek tailored solutions and informed decision-making, schedule a complimentary consultation with Infinite Wealth Planning.
