Daire Peter Heneghan

CFA

Infinity Financial Services Advisory

6 Years of Experience

2 DisclosuresSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth

Infinity Financial Services Advisory

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

34 advisors

Number of Clients

667 clients

Average Client Portfolio

$225K average

Assets Under Management

$150.1M

Fee Structure

Location

212 9th Street, Suite 202, Oakland, CA, 94607

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History

Regulatory History (2)

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Employment Separation After Allegations

July 2023

Criminal

February 2020

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Daire coaches middle school rugby, dedicating about 10-20% of their time some months. Daire is also an insurance producer for Creative One, Producer's Choice, and Disability Insurance Services, selling life insurance, annuities, and long-term care insurance, dedicating a few hours per week to each.

Employment History

Current Registrations

Infinity Financial Services Advisory

August 2023 - Present · 2 yrs 6 mos

Previous Registrations

Infinity Financial ServicesBroker

August 2023 - June 2025 · 1 yr 10 mos

Nylife Securities LLCBroker

March 2022 - August 2023 · 1 yr 5 mos

City National Rochdale

July 2018 - March 2021 · 2 yrs 8 mos

Cnr Securities, LLCBroker

January 2018 - March 2021 · 3 yrs 2 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.