Alvin Carlos

Financial Advisor (CFA, CFP®) and Managing Partner at District Capital Management

About

I’m a fee-only financial advisor in Washington, D.C, and the founder of District Capital Management. I am deeply committed to helping professionals in their 30s and 40s retire by 55, through holistic financial planning and research-driven investing. Since 2013, I’ve empowered over 400 clients to take control of their financial futures, making personal finance approachable and less intimidating.

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Alvin Carlos

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The 5 Bills Middle-Class Retirees Should Cancel First — Even If It’s Begrudgingly

How a Simple Tax Tactic Could Help You Offset Stock Losses This Year

We asked 4 financial planners for the biggest red flag in a client's spending, and they all said the same thing

Like Active Management? Odds of Outperformance Are Slim

What Investors Should Know About Money-Market Funds and CDs

Solid Yields On Cash Are Still Possible, Advisors Say

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Featured On

Contact Information

Websites

Experience

Education

Location

Alvin Carlos

Featured

The 5 Bills Middle-Class Retirees Should Cancel First — Even If It’s Begrudgingly

How a Simple Tax Tactic Could Help You Offset Stock Losses This Year

We asked 4 financial planners for the biggest red flag in a client's spending, and they all said the same thing

Like Active Management? Odds of Outperformance Are Slim

What Investors Should Know About Money-Market Funds and CDs

Solid Yields On Cash Are Still Possible, Advisors Say

About

Expertise