Alvin Carlos
CFP®, CFA®
District Capital Management
Financial Planner & Managing Partner
Alvin Carlos
CFP®, CFA®
District Capital Management
Financial Planner & Managing Partner
We give unbiased financial advice to help maximize your money and achieve your life goals. - Alvin Carlos, CFP®, CFA®
Fee-only financial planner serving professionals and entrepreneurs in their 30s and 40s in Washington DC, Maryland, and Virginia.
Alvin Carlos is the founder of District Capital Management, an independent, fee-only financial planning firm. District Capital Management provides comprehensive and independent financial planning and investment management to help professionals and entrepreneurs in their 30s and 40s elevate their finances. As a fee-only, fiduciary, and independent financial advisor, Alvin Carlos is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Alvin Carlos is a CERTIFIED FINANCIAL PLANNER™ and Investment Advisor in Washington, D.C. He has helped hundreds of professionals take control of their finances since 2011. He works with clients primarily in Washington, DC, Virginia, and Maryland to help them achieve their financial goals through smart investing, reducing taxes, retirement planning, and maximizing their money.
He has an MA in International Relations from Johns Hopkins and is a Chartered Financial Analyst® which has become the most respected and recognized investment designation in the world. He has been named one of Washington, DC’s Best Financial Advisers for 2022 and is the recipient of the 2021 Financial Planning Association Diversity Scholarship. He has also been quoted in top media publications such as Time, Forbes, Business Insider, and Yahoo! Finance.
He currently volunteers as Treasurer for the Lutheran Social Services, a non-profit that helps refugees & immigrants in the U.S. Alvin enjoys hiking, swing dancing, and playing Pickleball.
Alvin will meet you where you are and take the time to really understand you and your financial situation. He will be there with you every step of the way to help you achieve your goals and secure your financial future.
Feel free to schedule a complimentary 30-minute discovery call to see if District Capital Management is a good fit for you and your family.
Alvin Carlos is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
District Capital Management is an independent, fee-only financial planning firm. We help professionals and entrepreneurs in their 30s and 40s elevate their finances and maximize their money. We are a virtual firm and we primarily work with clients based in Washington DC, Virginia, and Maryland.
We provide affordable, best-in-class financial advice. Money is a tool to help you live your best life. Everyone should have access to high-quality financial advice. We give top-notch advice on your cash, investments (401k, IRA, brokerage), taxes, retirement, insurance, house-buying decisions, debt, college savings, and estate planning.
Three traits that make us unique:
1) Strong investment team. We have 2 CFA charterholders in our team, and have a background in managing multi-billion dollar institutional funds. Our clients receive top-notch investment advice.
2) Modern Plan. We deliver our comprehensive 30+ detailed recommendations via a modern platform that is easy to use and available all the time.
3) 30s & 40s Niche. We've worked with over 300 professionals in their 30s & 40s in the tech, consulting, government, non-profit, and small business owner world. We've encountered almost every personal finance issue that they have faced.
We enjoy working with clients who:
- Have concrete financial goals,
- Highly motivated and engaged, and
- Generous with their time, talent, or treasure.
If you’re trying to make this world a better place, we want to partner with you by elevating your finances.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Investment Management
- Retirement Planning
- College Education Planning
- Repaying Student Loans
- Tax Planning
- Socially Responsible Investing
- Merging Finances & Accounts
Ideal Clients
- Young Professionals in their 30s & 40s
- Minorities
- Women Professionals
- Novice Investors
- Young Parents
- Engaged & Newly Married Couples
- Federal Employees
Working Together
- Complimentary Discovery Call
- Virtual Meetings
- Clearly Defined Fees
- Fiduciary Oath
- No Product Sales
Professional Designations & Affiliations
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Alvin Carlos is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Alvin Carlos is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Alvin Carlos is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Alvin Carlos is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Alvin Carlos is a CFA® charterholder
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
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Alvin Carlos is a Member of the CFA Institute
The CFA Institute is a global, not-for-profit organization comprising the world’s largest association of investment professionals. With more than 170,000 members and 150 regional societies around the world, the organization is dedicated to developing and promoting the highest educational, ethical, and professional standards in the investment industry.
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Alvin Carlos Serves as the Board Treasurer for the Luthern Services Center of the National Capital Area
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Alvin Carlos is Featured on Montgomery Community Media
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Alvin Carlos Presented "Maximize Your LLC: Tips On Taxes & Retirement" at DC Startup Week 2020
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Alvin Carlos is a Guest on the Yeukai Business Show: "The Critical Skills Business Owners Need for Effective Financial Planning"
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Alvin Carlos was Awarded the Financial Planning Association's 2018 Diversity Scholarship
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Alvin Carlos Contributes to Community Ladders: "A Far Cry from a Unified Definition of SRI"
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Alvin Carlos is Quoted on Business Insider: "4 unusual ways to turn $10,000 into $100,000 in 10 years, according to financial experts"
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Alvin Carlos is Quoted in MarketWatch: "You may have to pay back your Child Tax Credit — here are 4 key differences with stimulus checks"
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Alvin Carlos is Quoted in the Union Journal: "Do Not Think Stimulus Check And CTC Are The Same!"
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Alvin Carlos is Quoted on Report Door: "Monday is the first deadline to opt out of the enhanced child tax credit — there’s one reason why you should"
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Alvin Carlos is Quoted on Kitces.com Nerd's Eye View: "The Value Of Advisor Study Groups – Not Just Studying Financial Planning, But Mastermind Your Business And Career"
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Alvin Carlos is Quoted in Times Square Investment Journal: "Facing a Short-Term Furlough? Don’t Forget To Prepare"
Contact Alvin Carlos
Office Locations:
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4301 50th St NW Suite 300
Suite 300
Washington, DC 20016
