In The News

Learn more about Capital Advantage through our latest news, press releases, and recent media coverage.

Saving Your Portfolio from Unnecessary Taxes Seminar

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…

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…

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…

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…