Alvin Carlos Videos

Alvin Carlos, CFP®, CFA is an investment advisor and fee-only financial planner, in Washington, D.C that works with clients across the country. He has a Master’s degree in International Relations from SAIS-Johns Hopkins. Alvin is a partner of District Capital, a financial planning firm designed to help professionals in their 30s and 40s achieve their financial goals through smart investing, reducing taxes, retirement planning, and maximizing their money. Schedule a free discovery call to learn how we can help elevate your finances.

Wealth Manager vs Financial Advisor: Understanding The Differences

wealth advisor vs financial advisor

Private College 529 Plan: Is It The Best Option For Your Family?

private college 529 plan

Using 529 Funds To Study Abroad (529 ELIGIBLE FOREIGN UNIVERSITIES)

529 study abroad

Net Worth To Be In The Lower, Middle & Upper Class In The U.S

net worth by class

10 Key Questions To Ask A Financial Advisor

Want to know the right questions to ask?
QUESTIONS TO ASK A FINANCIAL PLANNER