Capital Advantage is proud to announce that Financial Advisor Ben Agron, CFP®, CRPC® has earned the CERTIFIED FINANCIAL PLANNER™ certification. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination. Ben joined Capital […]
News & Press Releases
Learn more about Capital Advantage through our latest news, press releases and recent media coverage.
Capital Advantage, Inc. is pleased to announce the promotion of Jeannie Churchill from Senior Service Advisor to Manager of Client Services. In her expanded role, Jeannie will manage the client service team, as well as continue as a key team member in responding to client requests. Jeannie has been an invaluable member of the Capital […]
Principal and Senior Financial Advisor at Capital Advantage, Inc., Ian Castille, CFP®, has been elected to the Alameda County Community Food Bank (ACCFB) Board of Directors (https://www.accfb.org/about-us/our-team/Ian-Castille). ACCFB is a non-profit organization at the forefront of hunger-relief efforts in the community. They serve 116,000 people each month and distributed enough food for 27 million meals […]
Capital Advantage, Inc. is proud to announce that it has surpassed a major milestone of $700 million assets under management (AUM), reaching $713,942,308 as of March 31, 2019. A leading financial advisory firm in the East Bay, Capital Advantage is the largest 100% fee-only wealth management and financial planning firm in the Lamorinda community (Lafayette, […]
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 […]
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 […]
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 […]
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 […]