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, Moraga, and Orinda, CA).1
“There is a reason why we are the largest in our community,” states John Hayman, CFP®, Founder and President of Capital Advantage. “It comes down to lessons my mother instilled in me when I was young. Yes, this sounds cheesy, but it’s true. Work hard, always be honest, and be fair – this is a winning formula for success. I have applied my mother’s doctrines to Capital Advantage since day one, and it works. No magic here.”
“Today, clients have many options to choose from for investment advice,” notes Donna Zinman, CRPC® and Executive Vice President. “Capital Advantage works on a 100% fee-only basis which gives us the ability to make independent decisions based on what is best for our clients and their unique financial goals. Transparency and objectivity is part of the winning formula, which is distinct in the financial services industry, and this is what our high-net-worth clients want.”
“A specialty of ours is personalized retirement planning, which is provided to our investment management clients for no additional fee,” notes Hayman. “I cut my teeth 37 years ago with financial planning. With the aging baby boomers and the tidal wave of retirees, Capital Advantage will continue to grow as clients seeks us out for our expertise. Our reputation speaks for itself…remember, just do what mom says!”
About Capital Advantage, Inc.
Capital Advantage, Inc., headquartered in Lafayette, CA provides customized investment management and financial planning services to nearly 600 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.
1Based on assets under management as of 3/31/2019. Wealth management firm is defined as a locally-headquartered, independently-owned, fee-only advisory firm providing both financial planning and investment management services.
For more information about Capital Advantage:
Contact John Hayman, CFP® at email@example.com or (925) 299-1500.