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February 9, 2021 | by Alvin Carlos, CFA, CFP®

Blog: 4 Questions to Ask a Potential Financial Advisor

Have you thought about hiring a financial planner?  If so, you may be wondering what you should know about them before you hire them.  In this video Shanna Due, of District Capital Management, talks about four questions that can help you find the right advisor for you!

 

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Alvin Carlos, CFA, CFP®

About Alvin Carlos, CFA, CFP®

Alvin Carlos, CFA, CFP® is passionate about helping middle class professionals make smarter financial decisions. He is the CEO of District Capital Management, a financial planning and investment management firm for the everyday people. Alvin is 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.
View all posts by Alvin Carlos, CFA, CFP®

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