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 Norris as a Senior Financial Advisor and will be integral in supporting key accounts.
Introducing Jason Terhune, CIMA®, CFP®, Senior Financial Advisor
Jason is a Senior Financial Advisor at Capital Advantage, as well as a Certified Investment Management Analyst® (CIMA®), a CERTIFIED FINANCIAL PLANNER™ (CFP®), and an Investment Advisor Representative.
Jason is a part of the investment committee, and is responsible for developing and maintaining client relationships, designing financial plans, and managing investment portfolios.
Prior to joining Capital Advantage, Jason worked at JPMorgan Chase and Charles Schwab where he was responsible for managing high net worth client relationships. He joined Capital Advantage in 2022. Jason lives in Danville, CA. In his time outside of work, Jason enjoys fishing and outdoor recreation, car shows, and is an avid mixed martial arts fan.
“Jason has a strong background in wealth management, and our goal in expanding our team is to provide clients with enhanced customer service,” said Founder John Hayman.
Please join us in extending a warm welcome to Jason.
About Capital Advantage, Inc.
Founded in 1982, Capital Advantage, Inc. is an independently owned, 100% fee-only wealth management and financial planning firm headquartered in Lafayette, California.
Capital Advantage, Inc. provides customized investment management and financial planning services to over 1000 clients, primarily composed of individuals, families, and small businesses. Our expanded services and areas of expertise include retirement planning, education planning, estate planning, investment tax planning, risk management planning, and charitable gift planning.
With over 40 years in the community, we seek to become lifetime partners for our clients, their children, and even their grandchildren.
Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, product will be profitable, be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions.
