Senior Financial Advisor Donna Zinman, CRPC® from Capital Advantage, Inc. led two informative seminars focused on empowering female investors this September. She spoke to the Rossmoor Women’s Collective on September 19, and to clients at the Walnut Creek Schwab branch on September 25. The seminars focused on building healthy financial lives for women, discussing women’s unique investing needs, tips for financial health, and current investment opportunities, risks, and strategies.
Donna Zinman is a partner and the Executive Vice President at Capital Advantage, Inc. She serves on the investment committee, and is responsible for managing investment portfolios and financial planning. With over 25 years of experience, she has expertise in helping clients – especially women – feel comfortable discussing their financial goals, and helping them to develop investment and retirement plans to meet those goals.