In The News

Brian Wang joined Capital Advantage in 2021. He holds the Chartered Financial Analyst (CFA) designation and is an Investment Advisor Representative. Brian has a broad background in financial services. As…

Client Service Advisor Ian Burkhard joined Capital Advantage in June of this year. He is a licensed CPA (Certified Public Accountant) and is working to obtain his CERTIFIED FINANCIAL PLANNER™ (CFP®)…

In one of Carl Landau’s most interesting interviews, Mark Linz, former top Bank of America executive talks about how he left banking and co-founded Your Next Season, an organization to…

“I Used to be Somebody” doesn’t give out standard “Life After Retirement” advice. It’s an entertaining antidote to traditional retirement content, which can often be boring (or even depressing!). Instead,…

Liz Munson joined Capital Advantage as a Service Advisor in May of this year. She is responsible for assisting with financial planning, maintaining accounts, and facilitating the day-to-day servicing of client…

Capital Advantage, Inc. recently announced that they exceeded $900 million in assets under management (AUM) on April 5, 2021. “Capital Advantage had been resilient in the face of the pandemic,”…

Capital Advantage, Inc. is pleased to announce the promotion of Selma Hackett from Client Service Representative to Senior Client Service Representative. In her expanded role, Selma will take on more…

In today’s increasingly digital world, it’s never been more important to deliver an engaging online experience to our clients. As part of our ongoing commitment to provide our clients with…

Capital Advantage, Inc. was a Golden Griddle sponsor at the recent Meals on Wheels Pancake Breakfast Fundraiser and Health Fair on Sunday, October 6th. Donations from this Meals on Wheels…