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Donna Zinman, CRPC®

Principal, Executive Vice President

Donna Zinman is a Principal and the Executive Vice President 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.

Education

MBA (Master of Business Administration), Golden Gate University, CA
BS in Business Administration, California State University, San Francisco, CA
Certificate in Financial Planning, UC Berkeley, CA

Highlights

Investment Committee, Moraga Education Foundation
Investment Committee, East Bay Cancer Support Community

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Expertise From Our Team

Articles by Capital Advantage's Donna Zinman

Retiring in a Bear Market: What to Know

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 […]

Keep Reading

Tax Time Tips for IRAs: Contribution Deadlines and Opening an IRA for a Child

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 […]