Donna Zinman Joins Carrie Schwab at Women and Investing Event

Capital Advantage was thrilled when our own Executive Vice President and Senior Financial Advisor, Donna Zinman, was invited to give a market outlook presentation during a Women and Investing event hosted by the Schwab Oakland and Berkeley branches.

Carrie Schwab serves as Chair & President, Charles Schwab Foundation; SVP, Charles Schwab; and Chairman of the Board, Schwab Charitable. At the event, Carrie spoke about her passion for philanthropy and the importance of financial literacy.

The guests enjoyed an afternoon tea at the beautiful Lake Chalet in Oakland.

We thank Holly Kane and Joe Benvenuto of Schwab for inviting Donna to be a part of this important event in support of female investors. We look forward to joining you again soon.

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Capital Advantage’s editorial team is dedicated to providing our clients with relevant and timely insight into key financial planning topics.