In The News

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…

Anna Langford is a Client Service Associate at Capital Advantage. She is responsible for the day-to-day servicing of client requests, as well as assisting with maintaining accounts and financial planning….

Lafayette, California — Wealth management firm Capital Advantage, Inc. proudly announces that they rang in the new year by exceeding $1 billion in assets under management (AUM) on December 31,…

With a combination of happiness for her and sadness for us, I am writing to share that Catherine Norris will be retiring from Capital Advantage. Catherine has been an invaluable…

Brie Ford is a Service Advisor at Capital Advantage. She is responsible for assisting with financial planning, maintaining client accounts, and the day-to-day servicing of client requests. Hometown: I grew up…

We are pleased to announce that Jason Terhune, CIMA®, CFP® has joined the Capital Advantage, Inc. team. Jason will work closely with Founder John Hayman and Senior Service Advisor Catherine…

Amy Montano is typically the first person to greet you when you call or visit Capital Advantage. She is our Office Manager and Senior Administrative Assistant, and is responsible for…

Selma Hackett is a Senior Client Service Representative at Capital Advantage. She is responsible for maintaining client accounts, servicing client requests, and supporting various aspects of sales, marketing, and financial…

Manasa Palakodaty joined Capital Advantage in 2021. She is responsible for supporting the compliance, operations, and investment management departments as well as ensuring proper execution of the organization’s processes and…