Graciano Rubio, CFP® Infinity Financial Planning

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About Graciano Rubio, CFP®

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.

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Ideal Clients

  • Business Owners
  • Financial Independence Retire Early (FIRE)
  • Gen X
  • Investment Planning & Management

Ways Advisor Charges

  • Monthly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $150+/mo
  • Hourly Fee: $150+/hr
  • AUM: 1.00%

SEC Records

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