Capital Advantage, Inc. Employee Directory

Investment ManagementCalifornia, United States11-50 Employees

100% Fee Only | Fiduciary Advisors | Investment Management | Financial Planning | Celebrating 40+ Years in the East Bay Area! 

Capital Advantage, Inc. offers a range of solutions to help you more effectively invest, save, spend, and protect the things most important to you. To determine the right solutions that will best fit your needs, one of our experienced financial advisors will get to know you and your dreams, help you develop a strategy to achieve them, and track your progress along the way, making adjustments as needed.

Investment management is an important part of your financial plan. Our investment management strategy is designed to manage and make the most of your wealth through fundamental research, disciplined valuation techniques, and long-term focus—and is always motivated by your financial objectives.

Financial planning can encompass a number of complex areas, including retirement planning, estate planning, insurance, tax planning, investment management, and cash management. Depending on your needs, it may also include education funding, charitable and planned giving, trust management and planning for long-term care. 

Planning for your future can seem overwhelming because there are so many options to consider. We can help you translate your goals and dreams into responsible financial planning solutions: in essence, creating a plan that reflects your current financial picture—and your vision for the future.

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