Alvin Carlos (CFA, CFP®)

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

  • Charitable Giving
  • Entrepreneurs
  • Federal Employees
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • 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 and 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 their money.

We are fee-only financial planners and uphold fiduciary oaths to act in the best interest of our clients. Our fees are transparent and we do not earn commissions. We respond rapidly to client inquiries and we are educators at heart. We will explain skillfully and patiently the reasons behind our recommendations.

Additional Information

Alvin is passionate about helping professionals and entrepreneurs in their 30s and 40s make smarter financial decisions. He is a Financial Planner and Managing Partner of District Capital Management, a fee-only financial planning and investment management firm for everyday people. He is the recipient of the 2021 Financial Planning Association Diversity Scholarship.

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.

Alvin has been named one of Washington, DC’s Best Financial Advisers for 2022. He has also been quoted in top media publications such as Time, Forbes, Business Insider, and Yahoo! Finance.

In his spare time, Alvin enjoys swing dancing and Pickleball. He currently volunteers as Treasurer for the Lutheran Social Services, a non-profit that helps refugees and immigrants in the U.S.

NAPFA Start Date

July 05, 2017

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

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