PRESS RELEASE / PRNewswire
Walnut Creek, California – October 5, 2026 – Capital Advantage is pleased to announce that John Vandenberg has joined the firm as a Senior Financial Advisor, further strengthening the firm’s advisory capabilities and supporting its continued growth throughout the Bay Area and beyond.
With more than 14 years of wealth management experience, John Vandenberg has a deep background in financial planning, investment advisory services, and client relationship management. Throughout his career, John has held advisory roles with leading financial institutions including Morgan Stanley, Charles Schwab, and most recently Fidelity Investments, where he specialized in helping clients identify tailored solutions to address their unique financial goals and planning needs.
John’s arrival marks an important milestone for Capital Advantage as the firm continues to invest in experienced professionals who share its commitment to delivering exceptional client service, thoughtful advice, and long-term financial guidance. His experience working within both the Schwab and Fidelity ecosystems provides valuable insight and expertise that will benefit clients and support the firm’s ongoing growth initiatives.
“We are excited to welcome John to the Capital Advantage team,” said Managing Directors Ian Castille and Dawnalizabeth Henke. “John’s extensive wealth management experience, strong planning background, and familiarity with the custodians our clients work with every day make him a tremendous addition to our organization. More importantly, John’s approach to client relationships closely aligns with our culture. He genuinely enjoys getting to know the people he serves, and he has a natural ability to make others feel comfortable and understood.”
Throughout his career, John has built a reputation for his approachable style, calm demeanor, and authentic commitment to helping clients navigate important financial decisions. His relaxed personality and ability to connect with people on a personal level have fostered long-lasting relationships, and many of his clients have become close friends over the years.
“I am excited to join Capital Advantage and become part of a team that places such a strong emphasis on personalized advice and meaningful client relationships,” said John Vandenberg. “The firm’s dedication to providing comprehensive financial guidance and putting clients first aligns closely with my own philosophy. I look forward to helping clients pursue their goals and contributing to the firm’s continued success.”
As Capital Advantage continues to expand its team and capabilities, the addition of John reinforces the firm’s commitment to delivering the high level of service, expertise, and personal attention that clients have come to expect.
About Capital Advantage
Capital Advantage is an independent wealth management firm based in Walnut Creek, California, providing comprehensive financial planning, investment management, retirement planning, tax strategy coordination, and wealth advisory services to individuals, families, and business owners. The firm is committed to helping clients make informed financial decisions through personalized advice, long-term relationships, and a fiduciary approach to wealth management.
