Service Advisor

Liz Munson

Liz Munson is a Service Advisor at Capital Advantage. She is responsible for assisting with financial planning, maintaining accounts, and the day-to-day servicing of client requests.

Liz has worked in financial services for many years. She worked at Litman Gregory Asset Management in Walnut Creek, and expanded her entrepreneurial experience as an owner and operator of a popular Bay Area franchise. Liz joined Capital Advantage in 2021.

Born and raised in the East Bay, Liz currently resides in Moraga with her husband and two daughters. Outside of work, she enjoys cooking and entertaining, traveling to warm climates with her family, and spending time with close friends.


  • BS in Business Administration, Finance, Hass School of Business, University of California, Berkeley, CA

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