Experience Makes all the difference

We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Larry M. Schnaid, CFP ®, CPWA®.

Senior Vice President - Wealth Management
Senior Portfolio Manager
CERTIFIED FINANCIAL PLANNER™
310-772-7027

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Larry currently provides macro and technical analysis for the team's portfolio of investments at UBS. He looks at statistical and underlying fundamentals represented by various investment choices. He draws upon his experience as a CPA to help answer client concerns within a vast array of subjects.  Larry was born in South Africa and grew up in LA where he attended USC for his Bachelor of Science degree in accounting.  After receiving his CPA designation, Larry went to pursue his MBA through NYU's Stern School. Most recently, Larry earned the Certified Private Wealth Advisor® certification, which is the only advanced credential designed for wealth managers who advise high-net-worth clients.  He enjoys spending time with his wife Amy and their children, Alexandra, Mason and Harrison.

 


Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, MA, MD, ME, MI, MN, MT, NC, NJ, NM, NV, NY, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA


Jonathan B. Hodge, CIMA®

Senior Vice President - Wealth Management
Senior Portfolio Manager
Certified Investment Management Analyst (CIMA®)
Endowment & Foundation Consultant (EFC)
310-772-7090

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Jonathan earned a B.S. in economics from Boston University and has enjoyed over two decades helping clients manage their capital.  Jon realizes that he does more than help people make the right decision about investments, he helps clients make the right choices for themselves and their legacies.  He is primarily responsible for trading/execution, investment research, and general management of the teams activities.  Jon currently resides in Los Angeles and enjoys spending time with his two daughters, Amalia and Elsie.


Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, MA, MD, ME, MI, MN, MT, NC, NJ, NM, NV, NY, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA


Blake Thomas Fierro, CIMA®

Senior Wealth Strategy Associate
Certified Investment Management Analyst (CIMA®)
310-772-7090

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Blake primarily focuses on market and investment manager analysis, existing client portfolio review and maintenance, new client portfolio proposals, and the execution and overview of the teams discretionary equity/fixed income portfolios. Additionally, Blake is responsible for establishing and reviewing new and existing goals-based financial plans, which allows the team to identify client financial goals and implement a tangible plan to meet them.

Blake graduated from Villanova University in Philadelphia with a B.B.A. in Finance. He holds the Certified Investment Management Analyst (CIMA®) certification, as well as his FINRA series 7/66 and insurance licenses. Blake currently resides in the South Bay, where he enjoys  golfing, spending time at the beach, and traveling to see friends and family.


Registered States:
CA, FL, IL, MA, NY, TN, WA


Devota Pilar Shay

Team Administrator
310-772-7090

email



Pilar is responsible for the day to day operations and administration of the team. This includes the monitoring of client and Financial Advisor requests to ensure timelines are met, as well as the input of orders and completion of associated documentation. Pilar also oversees new client onboarding and the education of clients regarding account services and capabilities.

Pilar joined the Affinity Wealth Partners team in 2013. She is FINRA Series 7/66 licensed and has over 20 years of Finance, Banking and Brokerage experience. Pilar currently lives in Santa Monica, CA. She has a daughter who lives in Santa Barbara, and they enjoy spending time traveling together. Pilar also enjoys photography, Pilates and being a tourist in her own town.


Registered States:
CA, FL, IL, MA, NY


Krystal Giron

Senior Client Service Associate
310-772-7090

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Krystal manages the intensive day-to-day management of multiple calendars, scheduling and coordination of marketing events, client meetings and reviews. She also provides the operational and administrative support that accompanies complex financial situations. This can include order entry, funds processing through wire transfers, check issuance and gifting of stock and various other client service transactions.

Krystal graduated from California State University, Los Angeles, with a B.A. in Political Science. She currently holds her series 7 & 66 securities licenses. Krystal currently resides in Santa Clarita with her husband.

 

 


Registered States:
CA