Learn more about Capital Advantage through our latest news, press releases, and recent media coverage.
Senior Financial Advisor Donna Zinman, CRPC® from Capital Advantage, Inc. led two informative seminars focused on empowering female investors this September. She spoke to the Rossmoor Women’s Collective on September…
Capital Advantage, Inc. Client Services Team members Catherine Norris, Jeannie Churchill, and Selma Hackett attended the Schwab Solutions 2019 Conference on August 22, 2019 in San Francisco. Sessions reviewed innovations…
Capital Advantage Senior Financial Advisor, Donna Zinman, CRPC® spoke to a full house of women investors at Tuesday, March 26, 2019 about Empowering Women Investors: Keys to Building a Healthy…
Capital Advantage Senior Advisor, Ian Castille, CFP® presented another Tax seminar on Tuesday, February 27, 2019. His seminar, Saving Your Portfolio from Unnecessary Taxes, focused on ways investors can maximize…
Thank you to Chuck Kallgren from the Schwab Walnut Creek branch for inviting Donna Zinman to speak to a group of female investors. As Capital Advantage’s Executive Vice President and Senior…
Click here for the presentation slide deck. We were thrilled to have over 125 people in attendance at our client education event on Tuesday, February 6th at the Lafayette Library & Learning…
On Friday, October 6th, 2017, Senior Financial Advisor Ian Castille spoke to employees of Five9 in San Ramon, CA. Ian shared the road map to financial success and the science…
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…
We had a wonderful lunch seminar in the courtyard at the Schwab Oakland branch last Thursday. Thank you to Joe Benvenuto and his team for hosting Ian Castille for a…
Whether you are still in the planning stage–or already retired–here are seven important questions to ask yourself to help increase your odds of a successful retirement.
