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Meet with Brent

Brent Gargano

Founder of Infinite Wealth Planning 2022

About Brent Gargano

The Vision Behind Infinite Wealth Planning

Brent Gargano founded Infinite Wealth Planning with a clear goal: to provide a more thoughtful and comprehensive financial planning experience.

After years working within large financial institutions, Brent saw firsthand how often financial advice focused too heavily on products rather than planning. Infinite Wealth Planning was built to take a different approach.

Today, the firm provides clients with comprehensive guidance across investment management, tax strategy, and retirement planning, using modern technology and a disciplined planning process to help families make confident financial decisions.

Brent’s approach centers on thoughtful strategy, unbiased advice, and helping clients align their financial decisions with their broader life goals.

Brent’s Background

Brent’s analytical mindset began long before his career in finance.

Before entering the financial industry, Brent studied chemistry at the University of Cincinnati. His work earned recognition in both the University of Cincinnati and Ohio State Science Fairs, and he later competed internationally at the ISEF International Science Fair.

This scientific training helped shape Brent’s analytical approach to financial planning, emphasizing careful analysis, attention to detail, and strategic thinking.

While attending the University of Cincinnati, Brent discovered a passion for personal finance and investing. That interest led him to begin his financial career at Fidelity Investments in 2013, where he helped thousands of clients optimize benefits and develop holistic financial plans.

In 2019, Brent joined UBS, where he expanded his expertise working with high-net-worth clients and complex financial planning strategies.

In 2022, Brent founded Infinite Wealth Planning to deliver a more personalized, planning-focused advisory experience.

Leadership in the Financial Planning Community

Beyond working with clients, Brent is actively involved in advancing the financial planning profession.

He currently serves as:

  • President of the Financial Planning Association (FPA) of Southwestern Ohio
  • Adjunct Professor of Finance at the University of Cincinnati Lindner College of Business
  • Host of the bi-weekly podcast The Money Alchemist Podcast

Through these roles, Brent mentors aspiring advisors, contributes to the growth of the financial planning profession, and helps bring new ideas and perspectives to the industry.

Stay Connected with Brent

Brent regularly shares insights on financial planning, investing, and economic trends through his newsletter.

By joining the newsletter, you’ll receive thoughtful commentary, educational resources, and updates designed to help you make more informed financial decisions over time.

Join Brent’s newsletter to stay connected and continue learning about the strategies and ideas shaping today’s financial landscape.