Capital Advantage, Inc. was founded in direct response to a glaring need in the financial industry.
It all started just after John Hayman graduated from the University of California at Berkeley in 1981. He spent three years working for a major securities brokerage firm, and in that time he noticed that the financial planning community was profoundly lacking in two key areas: independent thought in investment planning, and a loyal commitment to servicing clients.
Determined to create a business model that would focus more on the client, John founded what is now Capital Advantage, Inc. in 1982 — an independent investment firm that acts as a fiduciary and strives to provide peace of mind to each and every client.
Today, Capital Advantage has thirteen employees and over 500 clients. We are proud to be a local, independently-owned firm that has grown to become the largest fee-only independent wealth advisory firm in Lamorinda (a suburb in the San Francisco Bay Area).