Capital Advantage, Inc. Announces Gary Clarke Promoted to Director of Sales.LAFAYETTE, Calif. -- Capital Advantage, Inc., a leading provider of 100% Fee-Only financial advice with over 350 Clients and $270 million in Assets Under Management Assets Under Management (AUM) is a term used by financial services companies in the mutual fund and money management or investment management business to gauge how much money they are managing. , has promoted Gary Clarke to Director of Sales. Clarke moved to Capital Advantage, Inc. in 2005 as a Senior Financial Advisor from Charles Schwab Charles Schwab can refer to:
Capital Advantage, Inc. is a leading provider of 100% Fee-Only financial advice in the Lafayette, Orinda and Moraga cities. Capital Advantage, Inc. provides a complete range of Financial Planning Financial planning Evaluating the investing and financing options available to a firm. Planning includes attempting to make optimal decisions, projecting the consequences of these decisions for the firm in the form of a financial plan, and then comparing future performance against services that includes Retirement, Inheritance and Estate Planning Estate Planning The overall planning of a person's wealth, including the preparation of a will and the planning of taxes after the individual's death. Notes: Contrary to popular belief, estate planning involves much more than preparing a will, and it is not only for the . |
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