Women and Investing at Schwab Walnut Creek
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…
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Capital Advantage Market Outlook and Tax Update 2018
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…
Ian Castille Presents “The Science of Wealth” at Five9
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…
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…
How to Save Your Portfolio From Unnecessary Taxes at Schwab Oakland
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…
Capital Advantage Market Outlook and Investment Strategy for 2017
Financial Education Event with Capital Advantage We had a wonderful time at our 2017 Investment Strategy and Market Outlook event in the Arts & Science Discovery Center Room at the…
Mt. Diablo Business Women’s Dinner
On Thursday, January 12, Donna Zinman and Ann Huchingson attended the monthly networking dinner for the Mt. Diablo Business Women’s organization. We greatly enjoyed getting to interact with such an…
Save Your Portfolio from Unnecessary Taxes: Financial Education Event
On December 8th, over 30 guests joined Capital Advantage and special guest speaker, Kyle Berg, CPA, in the Arts & Science Room at the Lafayette Library for a strategic look…
