Financial Advisors
Berkeley, CA
Affinity Capital Advisors LLC is an independent financial advisory firm based in Berkeley serving the San Francisco Bay Area with personalized investment management, retirement planning, and comprehensive financial strategy. The firm specializes in helping clients build and preserve wealth through fee-only advisory services, meaning clients pay for advice directly rather than through commissions on product sales. Their team works closely with individuals and families to develop customized financial plans aligned with long-term goals.
Ideal for: High-net-worth individuals, Pre-retirees and retirees seeking objective advice, Families wanting comprehensive financial strategy, Business owners planning for succession
Service area: San Francisco Bay Area, including Berkeley and surrounding communities
Fee-Only Model: Affinity Capital operates on a fee-only basis, meaning advisors are compensated directly by clients rather than through product commissions. This structure aligns the advisor's interests directly with the client's financial success.
Independent Advisor: As an independent firm, Affinity Capital has no affiliation with large financial institutions or product manufacturers, allowing for unbiased advice tailored to each client's unique situation.
Comprehensive Planning: The firm offers integrated financial planning including retirement strategy, investment management, and wealth preservation for families and individuals across different life stages.
Address: 825 Page St, Berkeley, CA 94710
Phone: (510) 984-0261
Website: affinitycapital.com
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