John Vandenberg Joins Capital Advantage as Senior Financial Advisor

Vandenberg brings a background in investment advisory services and client relationship management to his new role. His previous tenures at Charles Schwab and Fidelity Investments provided him with specific insight into the custodial ecosystems that many of Capital Advantage’s clients already utilize. Managing Directors Ian Castille and Dawnalizabeth Henke noted that his familiarity with these systems, combined with a reputation for a calm and approachable demeanor, made him a logical fit for the firm’s service-oriented culture.

For Capital Advantage, the hire represents a broader initiative to scale its operations while maintaining a fiduciary approach to financial planning. Vandenberg joins a team that focuses on long-term wealth strategy, tax coordination, and retirement planning for families and business owners. He cited the firm’s emphasis on personalized advice as the primary driver for his transition, noting that the organization’s philosophy mirrors his own commitment to client-first guidance.