Experience

That inspires confidence

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

 

Larry Schnaid, CFP, CPWA

Senior Vice President–Wealth Management

Financial Advisor

Larry is distinguished by his depth of knowledge and breadth of financial services experience. Throughout his career, he has pursued advanced designations and certifications to continually enhance his in-depth understanding of the industry.

Beginning his career as a tax professional at Ernst & Young, he earned his Certified Public Accountant (CPA) license. He then attained his M.B.A. in finance from NYU’s Stern School of Business. Larry later joined Citi's corporate investment bank where he covered global insurance companies. He is a Certified Financial Planner (CFP) and also holds the Certified Private Wealth Advisor (CPWA) certification, the only advanced credential for wealth managers who advise high net worth clients. Backed by the global resources of UBS Private Wealth Management, Larry is positioned to help families with significant wealth simplify their complex financial lives, maximize the value of their businesses and create lasting wealth.

As a Private Wealth Advisor, Larry has extensive experience in guiding sophisticated individuals and families toward their most important goals. He takes an integrated approach to understanding clients’ complex financial needs by addressing how the current legislative and tax landscapes can affect their wealth both today and tomorrow.

In Affinity Wealth Partners, Larry has created a team of top-notch advisors with complementary skill sets. His understanding of the entire life cycle of investments benefits his clients as they seek to grow and transfer wealth, mitigate taxes, and manage risk. Larry runs the business by adhering to scalable and repeatable processes for portfolio management and client service. He is responsible for the team’s macroeconomic strategy and technical investment analysis, as well as managing larger client relationships.

Outside of the office, Larry enjoys spending time with his wife Amy and their children, Alexandra, Mason and Harrison. Larry is an avid reader and learner.

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

Recognized as an industry leader:

  • Forbes/SHOOK Best-In-State Wealth Advisors, 2020, 2021

Education

  • USC, Bachelor of Science Degree in Accounting
  • NYU's Stern School, M.B.A., Finance (minor in entertainment, media and technology)

Credentials

  • Senior Portfolio Manager
  • Certified Private Wealth Advisor®
  • Accredited Investment Fiduciary
  • CERTIFIED FINANCIAL PLANNER™
1999 Avenue of the Stars
36th Floor
Los Angeles, CA 90067

Email Me

Jonathan Hodge, CIMA, CEPA

Senior Vice President–Wealth Management

Financial Advisor

For over 20 years Jonathan has developed a customized approach to wealth management for clients. As Senior Portfolio Manager, he is responsible for following market trends, managing the teams proprietary discretionary based portfolios, and all general investments for the team. This approach is built on a personal relationship and shaped by an understanding of each client's needs and aspirations.

Prior to beginning his wealth management career, Jonathan attended Boston University and earned a Bachelor of Science in Economics. He then went on to work at State Street Bank as a Mortgage Backed Securities Analyst. His primary responsibilities were to calculate and model monthly cash flows for various CMBS and RMBS securities.

Jonathan is now a part of UBS’ Athlete and Entertainment Division as well as the firms Diversity & Inclusion Council. Motivated by his family legacy in St. Martin, his philanthropic endeavors are based on giving back and helping to build generational wealth for the black community.

He is an avid golfer and frequently returns to Connecticut and St. Martin in the US Virgin Islands to visit friends and family. In his free time, Jonathan enjoys golfing, cooking, hiking, and traveling. Jonathan lives in Los Angeles with his two lovely daughters; Amalia and Elsie.

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

Recognized as an industry leader:

  • Forbes/SHOOK Best-In-State Wealth Advisors, 2019, 2021

Education

  • Boston University, Bachelor of Science Degree in Economics

Credentials

  • Senior Portfolio Manager
  • Athlete and Entertainment Consultant (AEC)
  • Endowment & Foundation Consultant
  • Certified Investment Management Analyst (CIMA)
  • Certified Exit Planning Advisor (CEPA)
1999 Avenue of the Stars
36th Floor
Los Angeles, CA 90067

Email Me

Jonathan Israel, AAMS, CRPS, CPWA

Senior Vice President–Wealth Management

Financial Advisor

Jonathan believes that money has a limitless potential for good, and using his planning-based and retirement-focused approach, he seeks to help his clients achieve a life well lived --however they define it. Whether that means creating sufficient wealth to provide for future generations, shaping a philanthropic legacy, or enjoying the fruits of labor with leisure time, Jonathan knows that these things are only possible after attaining a baseline level of financial security.

Jonathan Israel has been in the financial services industry since 2006. Upon graduating from UCSD with a degree in Economics, he began his career at Edward Jones in Studio City. In 2011 he made the move to UBS in order to have a more well-rounded approach to helping his clients. Jonathan is a Certified Private Wealth Advisor® and an Accredited Asset Management Specialist. He focuses on creating and implementing financial plans for business owners and high net worth families. As a Certified Retirement Plan Specialist, he also focuses on designing and running corporate retirement plans for small and mid-sized companies. In 2019, Jonathan was named one of the Top 35 Advisors Under 35 at UBS.

Jonathan and his wife, Angeline, met in college. They now live in Valley Village as the parents of two children, Emily and Asher. In his free time, Jonathan loves cooking, biking, playing piano and reading.

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • GA
  • HI
  • ID
  • KS
  • MD
  • MN
  • NH
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA

Recognized as an industry leader:

  • UBS Top 35 Under 35, 2019

Education

  • UCSD, Economics

Credentials

  • Accredited Asset Management Specialist℠
  • Chartered Retirement Plans Specialist℠
  • Senior Portfolio Manager
  • Certified Private Wealth Advisor®
1999 Avenue of the Stars
36th Floor
Los Angeles, CA 90067

Email Me

Blake Thomas Fierro, CIMA

Senior Wealth Strategy Associate

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 and 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
  • NV
  • NY
  • TN
  • TX
  • WA

Education

  • Villanova University, B.B.A. in Finance

Credentials

  • Certified Investment Management Analyst (CIMA)
1999 Avenue of the Stars
36th Floor
Los Angeles, CA 90067

Email Me

Devota Pilar Shay

Team Administrator

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
1999 Avenue of the Stars
36th Floor
Los Angeles, CA 90067

Email Me

Sandra Garcia

Client Service Associate

Sandra has almost 2 decades of client service experience in Wealth Management. Her expertise includes funds transfers, new account processing, responding to client requests and proactively anticipating client needs with attention to detail. 

Sandra values diligence, loyalty, and family. She was born in Guatemala and currently lives with her family in the Santa Clarita Valley. She is proud to be the mother of four boys, grandmother to two grandsons and a granddaughter, and wife to a loving husband. Sandra is an active member of her church, loves sports, and enjoys spending time with friends and family.

1999 Avenue of the Stars
36th Floor
Los Angeles, CA 90067

Email Me

Krystal Giron

Senior Client Service Associate

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

Education

  • California State University, B.A. in Political Science
1999 Avenue of the Stars
36th Floor
Los Angeles, CA 90067

Email Me