News and Events
Learn more about Capital Advantage through our latest articles and blog posts, local events, and recent media coverage.
For Your Security—Client Data Confirmation
When was the last time you updated your information with Capital Advantage, Inc and/or your custodian?
Client Service Representative
Most retirees just want to relax, travel, and visit their grandkids, but the reality is there are still critical financial tasks to accomplish in retirement
Get to Know Jeannie Churchill
Senior Service Advisor
We’ve all been there The whole family is seated at the table, dinner’s hot, and conversation is flowing
PRESS RELEASE: LAFAYETTE, CA – April 18, 2017 – Capital Advantage Surpasses $600 Million in Assets Under Management – Cements Spot as Largest Wealth Management Firm* in the Affluent Bay Area Enclave of Lamorinda (Lafayette, Orinda and Moraga, CA)
Capital Advantage, Inc. announced today that the firm has surpassed the important milestone of $600 million in assets under management. Capital Advantage reached this critical benchmark with $88 million in year-to-year growth1 by focusing on the firm’s core strengths—strategic investment management and financial planning combined with superior client service. As a 100% fee-only registered investment […]
Capital Advantage, Inc. President and Founder John Hayman, CFP® is pleased to announce that Colin Taylor has passed the CFA Level III exam and has been awarded the Chartered Financial Analyst® designation from the CFA Institute. The Chartered Financial Analyst® (CFA) credential has become the most respected and recognized investment designation in the world, and […]
Despite the great recession, Capital Advantage, Inc. utilizes strategic investment management combined with superior client service to surpass 375 clients and $260 million in managed assets. Capital Advantage, Inc., one of the East Bay’s larger independent Registered Investment Advisors, inked contracts this year with 25 new clients – representing roughly $33 million of new business […]
John Hayman, CFP talks with radio station KSRO about how individual investors should strive to manage their personal finances during the current period of economic turmoil and market uncertainty.
John Hayman, CFP – Founder and President of Capital Advantage, Inc. – has announced the promotion of Dawnalizabeth Henke to Chief Compliance Officer. Hayman says, “I am very proud and confident in promoting Dawnalizabeth to this mission critical position within our firm.” Dawnalizabeth has over ten years experience within the investment industry and has demonstrated […]
LAFAYETTE, CA— Jan. 2008 — Capital Advantage Gives Locally (Contra Costa County EHSD Public Information Office) — by Jackie Johnston
John Hayman is the owner of Capital Advantage, Inc., retirement planning and investment management specialists, in Lafayette. He found VESTIA in 2005 when he and his employees were looking for a way to give to local families. He says, “I’m charitably inclined as I think most people are, but I don’t want to just give […]
LAFAYETTE, CA— Dec. 2007 — Capital Advantage, Inc. Donates to East Bay Charities and Schools (BUSINESS WIRE)
Aimee Schwartze, Director of Client Services at Capital Advantage, Inc., organized another successful campaign to raise needed money, toys and warm clothes for the neediest of the needy in the East Bay. Schwartze said, “It’s truly heartwarming when you can provide a warm blanket, coats and toys for a woman living out of her car […]
LAFAYETTE, CA— Aug. 2007 — Capital Advantage, Inc. Announces Gary Clarke Promoted to Director of Sales (BUSINESS WIRE)
Capital Advantage, Inc., a provider of 100% Fee-Only financial advice with over 350 Clients and $270 million in Assets under Management, has promoted Gary Clarke to Director of Sales. Clarke moved to Capital Advantage, Inc. in 2005 as a Senior Financial Advisor from Charles Schwab & Co. He has developed a successful track record managing […]