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About Brent Gargano, CFP®
The Planning-First Approach
After years inside large financial institutions like Fidelity and UBS, Brent founded Infinite Wealth Planning to do things differently.
He built the firm on a straightforward, non-negotiable belief:
Financial advice should focus on the plan, not product sales.
When he isn’t building customized blueprints for clients, Brent serves as an Adjunct Professor of Finance at the University of Cincinnati and is the President of the Financial Planning Association of Southwestern Ohio.
What you'll learn
01
Market Updates & Investment Insights
A clear-eyed look at market performance and macroeconomic trends. We cut through the scary media headlines to give you the data and context needed to understand short-term volatility without emotional reactions.
02
Planning Updates & Tax Strategy
Actionable deep dives into the mechanics of financial planning. We cover changing tax legislation, corporate benefit optimization, and retirement distribution strategies like the 4% rule.
03
Notes to Clients & Firm Announcements
Personal insights directly from Brent regarding wealth management philosophy, updates from the broader financial planning community, and practical tools to ensure your money serves your broader life's purpose.
Are you in?
Next Release
The Money Alchemist Podcast