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 Financial Advisor, Donna specializes in working with the growing category of female investors, focusing on the unique financial challenges facing women today. Her goal is to help women feel comfortable discussing their financial needs and to work with her clients to protect and grow their assets—helping to make sure that they can retire when they are ready and that they won’t outlive their money.

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The Author: Capital Advantage, Inc.

Capital Advantage’s editorial team is dedicated to providing our clients with relevant and timely insight into key financial planning topics.