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Capital Advantage, Inc. Wealth Management

Contact Person: Donna Zinman
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Street: 3470 Mt. Diablo Blvd., Suite A215
City: Lafayette
State: CA
ZIP Code: 94549
Phone: 925-299-1500
Website: Website Title
With over 35 years of managing wealth in the Lamorinda community, we have become lifetime partners for our clients, their children, and even their grandchildren. Capital Advantage is committed to helping you define and then achieve your financial goals. We provide personalized service, detailed planning, and the superior level of expertise that comes with decades of experience. We are fee-only personal wealth advisors dedicated to providing peace of mind to those seeking investment management and retirement planning.
Located in: Financial Services