Advantage Capital Advisors
Bill Scanlon has over 25 years of professional experience working with individual clients and their families to achieve their financial goals. Formerly Senior Partner of The Scanlon Group, a top wealth management team at UBS Financial Ag.
In 2011 Scanlon formed Advantage Capital Advisors LLC, a Registered Investment Advisor based in Los Angeles, California.
David Dietrich is a 6 year financial professional with experience in wealth management, retirement planning and the technology sector. Formerly at UBS Financial Ag, Dietrich joined Advantage Capital in 2016.
Rick Sinderbrand has been a financial professional for over 12 years, providing wealth management and retirement planning for individuals and companies. A veteran of Wells Fargo Advisors and UBS Financial, joined Advantage Capital in 2016.
Charles Schwab & Co.
Charles Schwab & Co. is one of the world's largest investment brokerage firms, servicing over 8 million client accounts with over $2.6 trillion of assets. Schwab Institutional provides support, custody, and clearing and administrative services for Registered Investment Advisors.
We are proud that so many of our clients have repeatedly turned to us for guidance and assistance with their financial futures, and we work hard to earn their loyalty every day.