Principal, senior financial advisor
Donna Zinman, CRPC®
Donna Zinman is a Principal and Senior Financial Advisor at Capital Advantage. She is a Chartered Retirement Planning Counselor (CRPC®) and an Investment Advisor Representative. As a Senior Financial Advisor, she is part of the investment team and is responsible for establishing new client relationships, managing investment portfolios and financial planning, as well as firm marketing and human resource management. Donna specializes in working with women in transition: about to retire, newly retired, widowed or divorced.
Donna began her career in the financial services industry in 1989. After working as a Bank Officer at Wells Fargo, she joined Charles Schwab & Co., Inc. as a Financial Consultant. She later joined Capital Advantage in 2005.
Donna lives with her husband and daughter in Moraga. In her spare time, she enjoys spending time with her family–hiking in the beautiful redwoods and hills of Moraga, reading historical fiction and biographies, and cooking are among her favorite activities. Donna is also a member of the Oakwood Athletic Club and Orinda Country Club.
Expertise From Our Team
Articles by Capital Advantage’s Donna Zinman
With both stock and bond markets down so far in 2022, it’s an unsettling time for many new retirees and those considering retiring soon. Watching your retirement nest egg, that…
This time of year, clients often ask questions about contributing to their individual retirement accounts (IRAs) since the deadline is coming soon. IRA Contributions Deadline The deadline to contribute to…
Many of my clients are women over 50 who choose to travel solo for various reasons. I recently spoke with several clients that are starting to book their 2022 trips…