Celebrating Women’s History Day at Capital Advantage!
Today (March 8), we recognize the incredible women on our team whose expertise, dedication, and leadership drive our collective success. We also want to acknowledge the entire team for fostering…
In The News
Learn more about Capital Advantage through our latest news, press releases, and recent media coverage.
Team Member Spotlight: Pierce Hanna, Client Service Associate
Pierce Hanna is a Client Service Associate at Capital Advantage. He is responsible for the day-to-day servicing of client requests. Prior to joining Capital Advantage, Pierce worked at First Republic…
Congratulations to Senior Financial Advisor Jason Terhune, MS, CFP®, CIMA® on achieving his Master’s Degree in Advanced Financial Planning!
Congratulations to Jason Terhune, MS, CFP®, CIMA®! We’re thrilled to share that Jason Terhune, Principal and Senior Financial Advisor at Capital Advantage, has furthered his education by earning his Master…
Capital Advantage, Inc. Offers Tailored Financial Services for Kaiser Permanente® and TPMG Employees
January 10, 2024 – Walnut Creek, CA – Capital Advantage, Inc., a trusted name in wealth management, is proud to highlight its specialized services designed to meet the unique financial…
Brie Ford Earns CFP® Certification and is Promoted to Senior Client Service Advisor
We’re proud to announce that Brie Ford, CFP®, Senior Client Service Advisor at Capital Advantage, has officially earned her Certified Financial Planner® (CFP®) designation! This milestone is a testament to…
Capital Advantage AUM Surpasses $1.1 Billion and Welcomes New Team Members to Support Continued Growth
WALNUT CREEK, Calif., Dec. 19, 2024 /PRNewswire December 19, 2024 – Walnut Creek, CA – Capital Advantage, Inc., a trusted name in wealth management and financial planning for over 40…
Team Member Spotlight: Luke Freeman, Client Service Associate
Luke Freeman is a Client Service Associate at Capital Advantage. He is responsible for the day-to-day servicing of client requests, as well as assisting with maintaining accounts and financial planning….
Capital Advantage Team Supports the 2024 Lafayette Res Run for Education
The Capital Advantage team, along with their families, hit the pavement at the 2024 Lafayette Res Run for Education on Sunday! For over 30 years, this incredible event has been…
Financial Advisor Ian Burkhard, CPA, CFP® Passes the Certified Financial Planner® Exam
We are proud to announce that Capital Advantage Financial Advisor Ian Burkhard, CPA, CFP® has successfully passed the Certified Financial Planner® (CFP®) exam and attained his CFP® certification! This significant…
