Upcoming Events

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Recent Events

Capital Advantage attends Schwab Solutions 2019 Conference: Enabling a Better Client Experience

Capital Advantage, Inc. Client Services Team members Catherine Norris, Jeannie Churchill, and Selma Hackett attended the Schwab Solutions 2019 Conference on August 22, 2019 in San Francisco. Sessions reviewed innovations in cybersecurity, portfolio management, the client experience, and new game-changing digital account management features. Team members left the conference excited about the announced technological advances […]

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Empowering Women Investors Presentation Attended by Over 100 Financial Forum Members

Capital Advantage Senior Financial Advisor, Donna Zinman, CRPC® spoke to a full house of women investors at Tuesday, March 26, 2019 about Empowering Women Investors: Keys to Building a Healthy Financial Life for Women. Close to 100 members of Rossmoor’s Financial Forum attended. Zinman discussed women’s unique investing needs, key tips for financial health, and […]

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Saving Your Portfolio from Unnecessary Taxes Seminar

Capital Advantage Senior Advisor, Ian Castille, CFP® presented another Tax seminar on Tuesday, February 27, 2019. His seminar, Saving Your Portfolio from Unnecessary Taxes, focused on ways investors can maximize tax efficiencies for their portfolio. Ian Castille, CFP®, a Principal and a Senior Financial Advisor at Capital Advantage is part of the investment team, and is responsible for developing and […]

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Women and Investing at Schwab Walnut Creek

Thank you to Chuck Kallgren from the Schwab Walnut Creek branch for inviting Donna Zinman to speak to a group of female investors. As Capital Advantage’s Executive Vice President and Senior Financial Advisor, Donna specializes in working with the growing category of female investors, focusing on the unique financial challenges facing women today. Her goal is to […]

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Tax-Efficient Investing Seminar at Schwab San Francisco

Capital Advantage Senior Financial Advisor Ian Castille will be presenting on ways to maximize tax efficiency in your investment portfolio. Where: Schwab San Francisco When: Wednesday, Jan 31, 2018 at 5:30pm & Thursday, February 1, 2018 at 5:30pm  

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Capital Advantage Market Outlook and Tax Update 2018

  Click here for the presentation slide deck. We were thrilled to have over 125 people in attendance at our client education event on Tuesday, February 6th  at the Lafayette Library & Learning Center! We enjoyed amazing food prepared by Chef Lyell Cash, as well as fine wine, craft beer and great company. Executive Vice President Donna […]

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Capital Advantage Holiday Open House

Thank you to all of our clients, family and friends who joined us on December 7th for our Holiday Open House! We had a wonderful time celebrating 2017, and are looking forward to an amazing 2018. We especially enjoyed the tunes from the Shorty Garcia Blues Band and we loved having artist LeeAnn Brook in […]

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Ian Castille Presents “The Science of Wealth” at Five9

On Friday, October 6th, 2017, Senior Financial Advisor Ian Castille spoke to employees of Five9 in San Ramon, CA. Ian shared the road map to financial success and the science behind wealth accumulation.

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Congratulations to Schwab Oakland Branch on New Office

On Tuesday, July 25th Capital Advantage was pleased to participate in the Grand Opening event at the new Schwab Oakland branch office.  

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Donna Zinman Joins Carrie Schwab at Women and Investing Event

Capital Advantage was thrilled when our own Executive Vice President and Senior Financial Advisor, Donna Zinman, was invited to give a market outlook presentation during a Women and Investing event hosted by the Schwab Oakland and Berkeley branches. Carrie Schwab serves as Chair & President, Charles Schwab Foundation; SVP, Charles Schwab; and Chairman of the Board, Schwab […]

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How to Save Your Portfolio From Unnecessary Taxes at Schwab Oakland

We had a wonderful lunch seminar in the courtyard at the Schwab Oakland branch last Thursday. Thank you to Joe Benvenuto and his team for hosting Ian Castille for a discussion about “How to Save Your Portfolio from Unnecessary Taxes.” We were thrilled to have over 70 guests in attendance! Click the link below to download the […]

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Capital Advantage Market Outlook and Investment Strategy for 2017

Financial Education Event with Capital Advantage We had a wonderful time at our 2017 Investment Strategy and Market Outlook event in the Arts & Science Discovery Center Room at the Lafayette Library on February 23rd. We were thrilled to present our in-depth look at the current economic climate and our Capital Advantage investment strategy to over […]

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Mt. Diablo Business Women’s Dinner

On Thursday, January 12, Donna Zinman and Ann Huchingson attended the monthly networking dinner for the Mt. Diablo Business Women’s organization. We greatly enjoyed getting to interact with such an intelligent and motivated group of female professionals.

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Save Your Portfolio from Unnecessary Taxes: Financial Education Event

On December 8th, over 30 guests joined Capital Advantage and special guest speaker, Kyle Berg, CPA, in the Arts & Science Room at the Lafayette Library for a strategic look at how to save money by eliminating avoidable taxes from your portfolio. At this event, we focused on strategies currently being implement for our Capital […]

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