Capital Advantage Surpasses $1.1 Billion in AUM, Expands Team to Fuel Growth

Capital Advantage Surpasses $1.1 Billion in AUM and Expands Its Team

Capital Advantage, Inc., a reputable name in the financial services sector for over four decades, announced a major milestone by exceeding $1.1 billion in assets under management (AUM) as of September 30, 2024. This achievement not only represents the firm's robust growth but also reflects its unwavering commitment to delivering tailored financial strategies that meet the unique needs of each client.

In a strategic move to support this growth, Capital Advantage has welcomed three new team members: Luke Freeman and Pierce Hanna as Client Service Associates, and Elizabeth Maddick as Chief Human Resource Operations Manager. This expansion comes as the firm strives to enhance the quality of its services and adapt to the evolving financial landscape, ensuring clients receive top-notch guidance in navigating their financial journeys.

Donna Zinman, Principal and Senior Financial Advisor at Capital Advantage, expressed enthusiasm about the new hires, stating, "At Capital Advantage, we believe that every client deserves a financial strategy as unique as their own story. With Luke, Pierce, and Elizabeth joining our team, we're further enhancing our ability to deliver on that promise."

Ian Castille, also a Principal and Senior Financial Advisor, echoed this sentiment. He noted, "The addition of new talent to our team reflects our ongoing commitment to providing exceptional service and ensuring our clients receive the expert guidance they need to navigate their financial journeys with clarity and confidence."

Firm Overview

Capital Advantage is an independently owned firm with a philosophy centered around acting in the best interests of its clients. As a fee-only fiduciary, they prioritize transparency and accountability, offering financial peace of mind through a variety of services. These include customized investment management, comprehensive financial planning, and retirement strategies designed to cater to a diverse clientele, including pre-retirees, retirees, and individuals navigating unique financial challenges.

The firm emphasizes its dedication to creating personalized strategies that not only align with clients' financial goals but also enhance their overall well-being. Their team of experienced advisors is committed to providing the expertise of larger institutions while maintaining the personalized care characteristic of a boutique firm.

Capital Advantage has built a solid reputation among its clients, particularly focusing on specific groups such as women and employees of Kaiser Permanente and The Permanente Medical Group (TPMG). With the goal of helping clients achieve long-term financial success, the firm fosters enduring relationships that stand the test of time.

As acknowledged in their recent announcement, the impressive AUM milestone showcases Capital Advantage's growth trajectory and the trust that clients place in their services. With a clear focus on continued development and the integration of new talent, the firm appears well-positioned to manage the complexities of today’s financial ecosystem.

Conclusion

For those interested in learning more about Capital Advantage’s wealth management services or connecting with a financial advisor, further details can be found on their website or by calling (925) 299-1500. The firm's commitment to excellence and personalized financial solutions is evident in its proactive approach to growth and client satisfaction. Capital Advantage Inc. is the epitome of a firm that combines experience with innovation in the world of finance.