Brent Gargano, CFP®

Brent founded Infinite Wealth Planning in 2022 to deliver superior client experiences through comprehensive guidance in investment management, tax strategies, and retirement planning with a focus on purposeful decision-making and implementation. Empowered by the latest in technology, he applies analytical skills honed early through a rigorous education and early career trek.

He earned a chemistry degree from the University of Cincinnati, where he unexpectedly discovered a passion for personal finance and investing. This introduced him to his first finance career opportunity at Fidelity Investments in 2013. Here he developed talents in optimizing benefits and creating holistic plans for thousands of individuals, before transitioning to UBS in 2019 to lead relationships with high-net-worth clients.

Beyond client work, he serves as an Adjunct Professor of Finance at the University of Cincinnati Lindner College of Business, mentoring future advisors, and has been an active member of the Financial Planning Association of Southwestern Ohio.