Affinity Capital Advisors LLC

Robert Bradford is a financial advisor at Affinity Capital Advisors LLC with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Private Ocean and Morgan Stanley Private Bank. Affinity Capital Advisors serves primarily individual and high-net-worth clients, as well as trusts, estates, and business entities, offering portfolio management, financial planning, retirement plan consulting, and standalone tax planning. The firm employs a range of investment strategies using stocks, bonds, ETFs, mutual funds, options, and other public and private investments, with discretionary management and regular portfolio reviews.

Sean Kenmore is a CFP® professional with 17 years of industry experience, currently serving at Affinity Capital Advisors LLC since 2013. He holds a Series 66 license and is based in Berkeley, CA. Outside of his advisory role, Kenmore is active as a real estate broker and managing partner in several real estate and development entities. Affinity Capital Advisors serves individual and high-net-worth clients, trusts, estates, and business entities with portfolio management, financial planning, retirement plan consulting, and tax services. The firm employs a diversified investment approach including stocks, bonds, ETFs, mutual funds, and options, with discretionary management and regular portfolio reviews.

Jonathan Manzo Cardenas is a financial advisor at Affinity Capital Advisors LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at Affinity since 2018, previously working at Pacific Private Wealth Management, LLC from 2012 to 2018. Outside of advisory services, he is involved as an insurance broker and manages several real estate investment and holding companies. Affinity Capital Advisors serves primarily individual and high-net-worth clients, along with trusts, estates, and business entities. The firm offers comprehensive portfolio management, financial planning, retirement plan consulting, and tax planning services, using a range of investment vehicles and applying both fundamental and technical analysis.

John Blatter is a financial advisor at Affinity Capital Advisors LLC in Berkeley, CA. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at ION Solar, Athelas, and LaunchPod Media. Affinity Capital Advisors serves individual and high-net-worth clients, as well as trusts, estates, and business entities, providing portfolio management, financial planning, retirement plan consulting, and standalone tax planning and preparation. The firm employs a range of investment strategies using stocks, bonds, ETFs, mutual funds, options, and other public and private investments, with discretionary management and regular portfolio reviews.

Richard Greywitt is a financial advisor at Affinity Capital Advisors LLC with 10 years of industry experience. He holds a Series 65 designation and has previously worked at Cutler Group LP and Greywitt Capital Management. Outside of his advisory role, he occasionally assists with operations at Metta Yoga Studio, a business owned and operated by his spouse. Affinity Capital Advisors serves individual and high-net-worth clients, as well as trusts, estates, and business entities, providing portfolio management, financial planning, retirement plan consulting, and tax services. The firm employs a range of investment strategies using various securities and applies both fundamental and technical analysis, with discretionary management and regular portfolio reviews.