Whatever your financial priorities are, we have the resources, experience and customized solutions to address your unique situation and goals.

Explore our value to clients below.

Kaiser/TPMG Employees

Capital Advantage, has been successfully designing financial plans and strategic investment strategies for Kaiser Hospital/Health Plan employees and TPMG physicians for nearly 30 years. We specialize in helping to navigate the intricacies of the rich, and often complex, Kaiser benefit plans.

Our clients work side by side with our team of credentialed financial professionals. Our dedicated team consists of Certified Financial Planners, Chartered Retirement Planning Counselors, a CFA charterholder, Registered Paraplanners, Investment Advisor Representatives, and MBA graduates.

Services regularly provided to our Kaiser/TPMG clients include:

  • Savings and wealth accumulation plans
  • Personalized investment selection in retirement accounts
  • Assessment of pension plan distribution options
  • Retirement account transfers, rollovers and/or consolidation
  • Utilization of plan savings to generate income during retirement
  • Maximization of health care benefits over the short and long term

Our office is located in downtown Lafayette, where we manage over $900 million in client assets and work with over 600 clients— the vast majority of whom live in the East Bay Area.

Capital Advantage is uniquely equipped to provide Kaiser/TPMG employees with tailored financial advice to help them maximize their investments while paving a strong path to retirement*. Call us today at 925.299.1500 to schedule a free portfolio evaluation.

Please Note – Limitations: No amount of experience, recognition, or past success, nor the achievement of any professional designation, certification, degree, or license should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Capital Advantage is engaged, or continues to be engaged, to provide investment advisory services.

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We’d love to start a conversation with you. Call or request an appointment today.

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Big city credentials without the commute.