Morgan Stanley
43yrs
Top 1% by experience in Oakland
47yrs
William Owen Wright
Financial advisor at Infinity Financial Services Advisory
Based in Oakland, California, William Owen Wright is a fiduciary financial advisor with 47 years of industry experience. William has been with Infinity Financial Services Advisory since 2020; before that, William spent less than a year at Wall Street Financial Group and less than a year at Creative Financial Designs. William holds the CFP® designation.
One of 271 advisors with offices in Oakland, and one of 231 fiduciaries.
At a glance
Experience47 years (since 1979)
How that compares ?Top advisor by experience in Oakland
Office212 9th Street Suite 202, Oakland, CA 94607
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$261,020
Advisors at the firm37
States licensed ?1 state
Services through Infinity Financial Services Advisory
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2020 – nowInfinity Financial Services AdvisoryCurrent firm
- Feb 2015 – Jun 2015Wall Street Financial Group, Inc.Previously
- Dec 2014 – Jan 2015Creative Financial Designs, Inc.Previously
- 2011 – 2014Girard Securities, Inc.Previously
- 2005 – 2010Osaic Services, Inc.Previously
- 1998 – 2005Sentra Securities CorporationPreviously
- 1987 – 2014Guidance Financial Consultants, Inc.Previously
Questions to ask William
Tailored to William’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About William
How do I contact William?
Call Infinity Financial Services Advisory at 510-588-8000 and ask for William Owen Wright. William works from the Oakland, CA office.
How long has William been a financial advisor?
William has been in the industry since 1979, about 47 years. Top advisor by experience in Oakland.
What licenses does William hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is William paid?
Infinity Financial Services Advisory reports being paid by a percentage of the assets they manage, hourly fees. Ask William for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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