Jeannie Churchill is the Manager of Client Services at Capital Advantage. She is a Financial Paraplanner Qualified Professional (FPQP™) and an Investment Advisor Representative. Jeannie manages the client service team and is a key team member in maintaining and developing client relationships.
Jeannie has an extensive background in financial services including 15 years with Home Savings of America and 13 years with Litman/Gregory Asset Management, LLC. She joined Capital Advantage in 2011.
Jeannie lives with her husband in Martinez, and has an adult son. In her time outside of work, she enjoys flower and vegetable gardening, propagating plants, and extracting and saving seeds. She also enjoys photography and hiking. Her favorite place to hike is Mt. Wanda in Martinez. When not spending time in the great outdoors, she loves listening to her husband perform as a blues drummer.
BS in Business, University of Phoenix, CA
Volunteer, Meals on Wheels of Contra Costa
Volunteer, Alameda County Community Food Bank