In The News

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 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…

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…

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…

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…

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….

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…

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….