Capital Advantage

9 reviews

+1 (925) 299-1500

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1855 Olympic Blvd Ste 300

Walnut Creek, CA 94596

+1 (925) 299-1500

http://capitaladvantage.com

Capital Advantage is a financial services firm based in Walnut Creek, CA, offering personalized investment strategies and wealth management solutions to clients.

With a focus on long-term financial planning, Capital Advantage assists individuals and businesses in achieving their financial goals through comprehensive financial analysis and strategic investment recommendations.

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Reviews

5.09 reviews

Kevin A.

5/18/2016

I have been a client for almost a year now and would recommend them to anyone. Ian and Catherine have been absolutely amazing. I have met with other advisors that seem to offer very limited...

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pam s.

10/15/2023

Trust. I an relatively new to Capital Advantage. When it comes to my money, to someone else managing it, what I need, what I want, is to be able to trust. To trust the integrity above all....

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heidi f.

3/24/2023

Absolute best and we have been customers and referring people since 2003. John, Donna and the entire team work together to ensure our investments are sound.

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Annette K.

9/24/2021

I called Capital Advantage on a whim this week looking for some quick advice. The receptionist was quick to tell me she'd have someone call me back later in the day. Within a few hours John gave...

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Toni M.

1/25/2018

Ten years later we continue to feel our financial affairs are in excellent hands w/ Donna Zinman and Capital Advantage. Last year they moved to a new location farther east on Mt. Diablo...

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Tony Tarantino - Private Wealth Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. We take the time to understand you and your goals, understand those changing markets and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

United States›California›Walnut Creek›Capital Advantage