Brian Wang - Email & Phone Number

Portfolio Manager at Capital Advantage, Inc.

Brian Wang is based out of San Francisco, California, United States and works at Capital Advantage, Inc. as Portfolio Manager.

Brian Wang's Contact Information

Brian Wang's Work email

b*****@capita***.com

Valid

Latest update

June 9, 2026

Location

San Francisco, California, United States

Brian's current employer

Capital Advantage, Inc.

Description

Largest wealth management firm in Lamorinda (Lafayette, Moraga and Orinda, CA). We are a 100% fee-only fiduciary. Retirement planning, fi...

Website

capitaladvantage.com

HQ Location

Lafayette, California, United States

Number of employees

11-50

Industry

Investment Management

Latest update

May 1, 2024

Read about Capital Advantage, Inc.

Frequent questions about Brian Wang

What company is Brian Wang working for?

Brian Wang works for Capital Advantage, Inc..

What is Brian Wang's function at Capital Advantage, Inc.?

Brian Wang is Portfolio Manager at Capital Advantage, Inc..

Where is Brian Wang based?

Brian Wang is based out of San Francisco, California, United States.

What is Brian Wang's work email address?

Brian Wang's professional email address is b*****@capita***.com

Who are Brian Wang's co-workers?

Brian Wang's colleagues are John Hayman, Dawnalizabeth Henke, Amy Montano, Ian Burkhard, Jason Terhune, Ian Castille.

Brian's co-workers

President and Founder

Dawnalizabeth Henke

Principal, Chief Operating Officer

Office Manager/Sr Administrative Assistant

Financial Advisor

Senior Financial Advisor

Senior Financial Advisor

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