client service associate
Pierce Hanna
Pierce Hanna is a Client Service Associate at Capital Advantage. He is responsible for the day-to-day servicing of client requests.
Prior to joining Capital Advantage, Pierce worked at First Republic Bank and Blackhawk Wealth Advisors. He has experience in client service, investor relations, and business development. He joined Capital Advantage in 2024.
Pierce grew up on the Peninsula and currently resides in Alamo with his fiancé. Outside of work, he enjoys traveling, gardening, and is an avid reader. During the season, you can find him cheering on his former Saint Mary’s College Rugby team and Serra High School Football team.
Expertise From Our Team
Articles by Capital Advantage
Key Financial Tips for Recent College Graduates Entering the Workforce
With my own daughter graduating from college this month, the season feels especially meaningful. Graduation is a major milestone—and for many young people, it’s their first real step into financial…
Why Updating Your Beneficiaries Matters More Than You Think
At Capital Advantage, we often remind clients that a strong financial plan isn’t just about building and preserving wealth—it’s about making sure that wealth is passed according to your wishes….
TPMG Physician Retirement Planning: Unlocking the Full Early at 60 Non-Qualified Retirement Plan
For physicians at The Permanente Medical Group (TPMG), retirement planning is more than just saving—it’s about strategically leveraging unique benefits that reward long-term service and high compensation. One of the…




