Our Advisor*

Alex Agahi is a Financial Adviser and the founder of "Infinite Wealth Financial & Insurance Services". He has been assisting Clients and Business Owners since 1996.

Alex identified a need for Exit and Life Planning and is pleased to launch this new service as an addition to the Infinite Wealth menu of services. As a member of The Nautilus Group®, a service of New York Life Insurance Company, Alex wished to collaborate wth Nautilus and their team of professionals with specialties in law, taxation, accounting, insurance, and finance, to define and design a specific individualized roadmap for a successful exit and life plan for qualified business owners. Existing Clients of Infinite Wealth have access to this service and new Clients are encouraged to schedule a complimentary consultation to determine if this program would meet their needs. Alex's passion is to partner with each client each step of the way during the Exit and Life Plan Journey to navigate that which is best suited for their utmost financial peace of mind.

Alex is a resident of Southern California since 1987 & lives in Irvine. Alex is married to his wife, Rosa, and they have two sons and a daughter. Alex is an active member of the Orange County community and enjoys mentoring young adults. Alex is a life & qualifying member of the Million Dollar Round Table of the National Association of Insurance and Financial Advisers and has held numerous association leadership positions in Orange County. Alex may be reached at: 949.797-2514 &  alex@infinitewealthfinancial.com

^The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals,  is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

 


 

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