Shai Gothreau
Financial Planning for Gen Z and Millennials | Fee-Only | Fiduciary
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Serving Clients Nationwide
Financial Planning for Gen Z and Millennials | Fee-Only | Fiduciary
Areas of Focus
- Budgeting
- Cash Flow
- Education Funding
- Employee Stock Options
- Equity Compensation Options
- Family and Money
- Financial Aid Planning
- Financial Life Planning
- Financial Planning
- Getting out of Debt
- Inherited Wealth
- Investment Management
- Retirement Planning
- Retiring Early (F.I.R.E)
- Saving
- Setting Up Retirement Accounts
- Tax-Smart Accumulation Planning
- Women & Wealth
About Shai Gothreau
Hi there! My name is Shai Gothreau and I'm the founder and financial planner at Infinity Financial Services.I discovered my passion for helping people with their personal finances in college where I worked in financial aid. I assisted students and parents with navigating the complexities of college planning and witnessed how financial stress has such a huge impact on people's lives. This experience made me realize how crucial it is to be financially prepared and how important it is to be a financial resource.
After graduating college, I worked in Corporate America for 6 years, and in 2023 I decided to pursue my passion to help people with their personal finances through financial planning.
I'm originally from a small town in Connecticut but currently live in Dallas, Texas. In my spare time, I enjoy cooking, traveling, reading, and working out.
Affiliations
- Fee Only Network
- Flat Fee Advisors
Primary Location
Dallas, TX 75201
Additional Locations
📍 Tampa, FL
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Hourly Rate
- One-time Financial Plan
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Infinity Financial Services
Infinity Financial Services is a fee-only, fiduciary financial planning firm based in Dallas, TX and serving clients nationwide.Our mission is to empower Gen Z and Millennial individuals and families with the tools, knowledge, and support necessary to navigate their financial future with confidence. We are committed to supporting you at every stage of your financial journey.
Who We Serve
We primarily serve Gen Z and Millennial individuals and families who are looking to take control of their financial future with clarity and confidence. Many of our clients are early- to mid-career professionals building wealth, consistent savers seeking structure and accountability, or individuals navigating important life transitions such as marriage, homeownership, or starting a family.
We also work with next-generation inheritors managing new or anticipated wealth and corporate professionals with growing income who need guidance around equity compensation, taxes, and long-term planning.
Our Services
Our services are designed to provide comprehensive, practical financial planning support at every stage of life.
We help you build and manage a strategy across key areas including debt management, investment management, retirement planning, tax planning, estate planning, education planning, and risk management.
Our approach focuses on helping you organize your finances, make informed decisions, and implement a plan that supports long-term financial success, whether you’re just getting started or refining an existing strategy.
Education
Eastern Connecticut State University, Bachelor's degree, Business Administration Concentration in Marketing, Minor in Business Information Systems
Hobbies and Interests
- Beach
- Board Games
- Cooking
- Eating Out
- Family
- Reading
- Traveling
- Working Out
SEC Lookup
View DisclosureWho We Serve
- College Graduates
- College Students
- Content Creators
- Corporate Executives
- Couples
- DIY Investors
- Dual Income Family
- Entrepreneurs
- Families
- Financial Independence Retire Early (FIRE)
- Gen X
- Gen Y / Millennials
- Gen Z
- Individuals
- Intergenerational Families
- Newly Engaged / Newlywed
- Parents
- Single Women
- Women in Transition
- Women Professionals
- Women’s Finance
- Young Families
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