Lisa Gabel Claycomb

Current Employers

Employment History

• 04/2014 → Present
  Infinity Financial Services
  Oakland, CA
• 04/2011 → Present
  Insurance Agent
  Ramona, CA
• 03/2020 → Present
  Infinity Financial Services Advisory
  Oakland, CA

Other Businesses

1. Insurance Sales; Not investment related; 1010 Barger Place, Ramona, CA 92065; Nature of Business: Sale of insurance products; Position: Broker; Start Date: 4/1/2011; Hours devoted: 120 hours per month; 80 during trading hours; Duties: Meeting with clients, product research, and insurance sales. 2. Poway Adult School; Not investment related; 13626 Twin Peaks Road, Poway, CA 92064; Nature of Business: Adult Education; Position: Instructor; Start Date: 8/8/2018; Hours devoted: 0-12 hours per month; 0-2 during trading hours; Duties: Teach classes on retirement topics. 3. Estate Documents Pro; Not investment related; 1010 Barger Place, Ramona, CA 92065; Nature of Business: Estate Planning; Position: Sales Agent; Start Date: 04/04/2020; Hours devoted: 0-5 hours per month; 1 during trading hours; Duties: Client demonstrations on and sale of access to estate planning software. 4. Grossmont Adult School - Foothills Adult Education Center; Not investment related; 1550 Melody Ln, El Cajon, CA 92019; Nature of Business: Adult Education; Position: Community Service Lecturer; Start Date: 1/15/2026; Hours devoted: 0-12; 0 during trading hours; Duties: Teaching classes on retirement related topics.

Exams

• S66 Uniform Combined State Law Examination
  2014-10-14