Capital Advantage, Inc.

Retirement planning can be complex, and mistakes can take a bite out of your hard-earned retirement funds. Capital Advantage Financial Advisor, Ben Agron, CFP discusses 3 common mistakes. https://capitaladvantage.com//planning-for-retirement-avo/ #financialadvisor #investmentmanagement #financialplanning #wealthmanagement #capitaladvantageinc #retirementplanningmistakes

Kudos to our amazing team. We surpassed a major milestone, $800 million AUM! https://capitaladvantage.com//capital-advantage-surpasses/ #financialplanning #wealthmanagement #investmentmanagement #capitaladvantageinc #financialadvisor

Take a closer look at Biden's tax plan. Insight from Senior Financial Advisor Ian Castille, CFP. #financialplanning #taxplanning #wealthmanagement https://capitaladvantage.com//biden-tax-plan-analysis-for/

Essential things to consider when hiring a #financialadvisor that is the right fit for you. Senior Financial Advisor Ian Castille, CFP shares his top tips in a recent blog with Pickleball Media. #wealthmanagement #retirementplanning https://capitaladvantage.com//top-tips-for-choosing-the-r/

Important questions to consider when planning for retirement. Q&A with Capital Advantage, Inc. Senior Financial Advisor, Donna Zinman, CRPC #retirementplanning #retirementplan #capitaladvantageinc https://capitaladvantage.com//7-retirement-planning-quest/

Timely insight from Capital Advantage, Inc. Founder, John Hayman, CFP. https://capitaladvantage.com//my-homeowners-insurance-jus/

Please join us in congratulating Financial Advisor Ben Agron, CFP, CRPC on his accomplishment! #certifiedfinancialplanner #financialplanning #investmentmanagement #capitaladvantageinc https://capitaladvantage.com//lafayette-ca-may-15-2020-ca/

Come see us for a no-cost portfolio check-up. It's time! #capitaladvantageinc #wealthmanagement #invesmentmanagement #financialplanning

Check out our January newsletter! In this issue, we take a look at the history of the stock market and the key lesson to be learned about long-term investments, discuss the new higher estate and gift tax limits for 2019, and include a 2019 tax fact sheet and calendar with important tax-related dates and data points. https://mailchi.mp//capital-advantage-newsletter-january-2

The team at Capital Advantage wishes you a wonderful New Year!

Financial Advisor Ben Agron showing off our new Capital Advantage baseball caps at swim lessons with his daughter Eliana.

Thank you to Chuck Kallgren from the Schwab Walnut Creek branch for inviting Donna Zinman, CRPC to speak to a group of female investors. As Capital Advantage's Executive Vice President and Senior Financial Advisor, Donna's goal is to help women feel comfortable discussing their financial needs and to work with her clients to protect and grow their assetshelping to make sure that they can retire when they are ready and that they won’t outlive their money.

The newest addition to the Capital Advantage extended pet family...Meet Brew! The Giguere family is so lucky...

We had an amazing time with Doug Hanson at the Giants game last week...Fun to see Brandon Crawford end the game with a walk-off homer in the bottom of the 9th!