Yusi Zhang
Investment adviser representative at Infinity Financial Services Advisory
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$174MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Infinity Financial Services AdvisoryOct 2025 to now
- World Financial GroupMay 2024 to now
- Inspire Clean EnergyMay 2021 to May 2024
- Palm Tree LLCJul 2019 to May 2021
- Usc Marshall School of BusinessAug 2016 to May 2019
- Newport AcademySep 2014 to Oct 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
Infinity Financial Services Advisory
Legal name: Gilbert Greg Ria, LLC
$174MAssets managed
657Clients
37Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8182313
- Firm CRD
- 304981