Kayla Welte (AFC, CFP®, ChFC®)

Kayla Welte focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • Middle Income Client Needs
  • Novice Investors
  • Retirement Plan Investment Advice

Planning Specialties

We help professionals and entrepreneurs in their 30s and 40s in Washington, DC, Maryland & Virginia. We help clients develop a plan to:

1. Create and stick to a savings & spending plan to reach their goals;

2. Retire early;

3. Invest 401(k) and IRAs properly;

4. Lower their tax bill;

5. Be debt-free faster;

6. Grow their wealth;

7. Help fund their children's college education; and

8. Feel more confident about managing their money.

We uphold fiduciary oaths to act in the best interest of our clients. We do not earn commissions. We respond rapidly to client inquiries. We are educators at heart, and will explain skillfully and patiently the reasons behind our recommendations.

Additional Information

Kayla is passionate about helping professionals in their 30s and 40s make smarter financial decisions. She has a background in Financial Education and Counseling and she strives to help her clients succeed financially and live their best lives free from financial worries and stress.

She found her passion in helping people with their finances in 2009 when she volunteered helping Active Duty Service Members with their personal finances. Since then, she has worked as a financial educator for the government and in higher education before coming to District Capital to work as a Financial Planner.

Originally from a small mountain town in California, Kayla now lives in Colorado where she and her husband are raising their blended-family of 5 children. Her hobbies include paddle boarding, reading, and chauffeuring her kids to their various activities and sports.

NAPFA Start Date

August 04, 2021


This Office

4301 50th St NW Ste 300 # 2030 Washington, DC 20016-4395 Phone: (571) 210-2121