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Ian Burkhard - Email & Phone Number

Financial Advisor at Capital Advantage, Inc.

Ian Burkhard is based out of San Francisco, California, United States and works at Capital Advantage, Inc. as Financial Advisor.

Ian Burkhard's Contact Information

Ian Burkhard's Work email
i*****@capita***.com
Valid
Latest update
October 30, 2025
Location
San Francisco, California, United States

Ian's current employer

Capital Advantage, Inc. logo

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 Ian Burkhard

What company is Ian Burkhard working for?
Ian Burkhard works for Capital Advantage, Inc..
What is Ian Burkhard's function at Capital Advantage, Inc.?
Ian Burkhard is Financial Advisor at Capital Advantage, Inc..
Where is Ian Burkhard based?
Ian Burkhard is based out of San Francisco, California, United States.
What is Ian Burkhard's work email address?
Ian Burkhard's professional email address is i*****@capita***.com
Who are Ian Burkhard's co-workers?
Ian Burkhard's colleagues are John Hayman, Brian Wang, Dawnalizabeth Henke, Amy Montano, Jason Terhune, Ian Castille.
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Ian's co-workers

John Hayman avatar
John Hayman
President and Founder
Brian Wang avatar
Brian Wang
Portfolio Manager
Dawnalizabeth Henke avatar
Dawnalizabeth Henke
Principal, Chief Operating Officer
Amy Montano avatar
Amy Montano
Office Manager/Sr Administrative Assistant
Jason Terhune avatar
Jason Terhune
Senior Financial Advisor
Ian Castille avatar
Ian Castille
Senior Financial Advisor
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