Capital Advantage, Inc. Logo

Capital Advantage, Inc.

Locations: 3470 Mt Diablo Blvd Suite A215 Lafayette, California 94549, US

Company Size: 1 - 100

Industry: Investment Management

Company Website

AI Description

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  • Colin Taylor, CFA profile image
    Colin Taylor, CFA img

    Registered Investment Advisor / Portfolio Manager / Financial Asset Valuation Analyst / Investment Newsletter Writer

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  • John Hayman profile image
    John Hayman img

    President and Founder at Capital Advantage, Inc.

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  • Ian Burkhard, CPA profile image
    Ian Burkhard, CPA img

    Financial Advisor at Capital Advantage, Inc.

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  • Amy Montano profile image
    Amy Montano img

    Office Manager at Capital Advantage, Inc.

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  • Ian Castille, CFP® profile image
    Ian Castille, CFP® img

    Principal & Senior Financial Advisor at Capital Advantage, Inc. | Wealth Management | Financial Planning | Fee-Only

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  • Manasa Palakodaty, MBA profile image
    Manasa Palakodaty, MBA img

    Operations Associate at Capital Advantage, Inc.

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  • Liz Munson profile image
    Liz Munson img

    Client Service Advisor at Capital Advantage, Inc.

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Showing 1 to 7 of 8 results