Capital Advantage

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1855 Olympic Blvd Ste 300
Walnut Creek, CA 94596

Capital Advantage Inc., located in Walnut Creek, CA, is a fee-only wealth management firm with over 40 years of expertise in investment management and financial planning. The firm is dedicated to providing personalized services and tailored financial strategies that focus on the unique goals and needs of their clients, including pre-retirees, retirees, and women facing specific financial challenges.

With a commitment to building long-term relationships, Capital Advantage aims to help clients protect and grow their wealth while ensuring financial clarity and confidence for the future. Their advisors are skilled in crafting comprehensive plans that balance immediate concerns with long-term aspirations, ultimately guiding clients toward retirement success.

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5.09 reviews
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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...

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....

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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