Alvin Carlos (CFA®, CFP®)

Alvin Carlos focuses in the
following client markets or areas of practice:

  • Entrepreneurs
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Middle Income Client Needs
  • Retirement Plan Investment Advice
  • Socially Responsible Investments

Planning Specialties

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

  1. Create and stick to a budget that aligns with their priorities;

  2. Retire early;

  3. Invest 401k and IRAs properly;

  4. Lower their tax bill;

  5. Reduce credit card debt and student loans faster;

  6. Improve credit score;

  7. Build an emergency fund;

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

  9. 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

Alvin is passionate about helping middle class professionals make smarter financial decisions. He is a Financial Planner and Managing Partner of District Capital Management, a new kind of financial planning and investment management firm for the everyday people. He is also an Adjunct Assistant Professor at University of Maryland University College.

Alvin holds the Chartered Financial Analyst® designation – the most respected and recognized investment designation in the world. He is also a CERTIFIED FINANCIAL PLANNER™ practitioner, and has a Masters degree in International Relations from SAIS-Johns Hopkins.

In his spare time, Alvin enjoys swing dancing and Ultimate Frisbee. He also volunteers for Catholic Charities’ new Financial Stability Network, which helps low-income folks with their finances.

NAPFA Start Date

July 05, 2017

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This Office

2055 L St NW 4th FL Washington, DC 20036 Phone: (571) 210-2121