senior financial advisor
John Vandenberg
John is a Senior Financial Advisor at Capital Advantage and an Investment Advisor Representative. John is a part of the investment committee, and is responsible for developing and maintaining client relationships, designing financial plans, and managing investment portfolios.
John prides himself on taking the time to fully understand each of his clients’ specific needs, goals, and preferences to help them create a personalized strategy to navigate all phases of their financial lives.
Prior to joining Capital Advantage in 2026, John worked at Fidelity Investments, Charles Schwab and Co., Inc., and Morgan Stanley where he was responsible for managing and maintaining high net worth client relationships.
John lives in Lafayette with his wife and their two children. He is a lifelong Golden State Warriors and San Francisco 49ers fan, and enjoys hiking, playing basketball, body surfing, and participating in a number of other outdoor recreational activities.
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