Andrew Katz-Moses, CFP®

About Andrew Katz-Moses, CFP®

Hi, I’m Andrew. I help educators and government employees make sense of their finances so they can focus on living life.

When I was a teacher and DCPS staff member, I signed up with one of the salespeople pushing expensive 403(b) plans. When I learned I was set up to pay hundreds of thousands of dollars in unnecessary fees over the course of my career, my outrage fueled a passion to help other educators.

Now I’m a CERTIFIED FINANCIAL PLANNER™ professional working with educators and city government employees in the DC area.

Alvin Carlos, CFP®, CFA

About Alvin Carlos, CFP®, CFA

I’m the founder of District Capital Management, an independent, fee-only financial planning firm. We help 30s and 40s professionals and entrepreneurs elevate their finances and maximize their money. We are a virtual firm based in Washington, D.C and we work with people nationwide.

We believe money is a tool to help you live your best life. Everyone should have access to high-quality financial advice; not just retired folks or the ultra-rich. We can give top-notch advice on your cash, investments (401k, IRA, brokerage), taxes, retirement, insurance, house buying decisions, debt, college savings, and estate planning.

Three traits that make us unique:
1) Strong investment team
2) Majority of our clients are minorities
3) Strong credentials.

We have 2 CERTIFIED FINANCIAL PLANNER™ professionals, one Accredited Financial Counselor®, and two CFA charterholders in our team. We are fiduciary financial advisors meaning we have an obligation to act in your best interest. We will meet you where you are and help align your money with your values.

We enjoy working with clients who:
– Have a dream,
– Highly motivated and engaged, and
– Generous with their time, talent or treasure.

If you’re trying to make this world a better place, we want to partner with you by elevating your finances.

Want a comparison of the top 10 best financial planners in DC? We’ve done the research, so you don’t have to. Read our blog.

Schedule a complimentary discovery call to see if District Capital is a good fit for you.

More about me: I have an MA in International Relations from Johns Hopkins. I am the recipient of the 2018 Financial Planning Association Diversity Scholarship, for promoting diversity within our firm and for serving diverse clients. I currently volunteer as Treasurer for the Lutheran Social Services, a non-profit that helps refugees & immigrants in the U.S. In my spare time, I enjoy hiking, swing dancing (pre-pandemic), and playing Ultimate Frisbee.

Kevin Mahoney, CFP®

About Kevin Mahoney, CFP®

When my wife and I were expecting our first child a few years ago, many of our initial conversations revolved around personal finance. Can we make student loans payments and save for college? How should we fit child care into our budget? And at what point might we want to buy a new house?

Fortunately, I had a background in finance, so we had a head start on some of these questions. But even so, we still put a lot of effort into researching different acronyms, tax strategies, and companies. I figured that my life was about to get more hectic, and I was concerned that tasks likes these would cut into the limited time I had for date nights and playgrounds.

I often thought, if I had these feelings – even with an MBA in finance – how much more stressed must other people my age be? I realized that I had the ability to offer our generation an uncommon alternative: a financial planning company that’s actually designed for us.

Illumint offers fee-only financial planning specifically for young couples and families. Kevin Mahoney, CFP®, the company’s founder & CEO, helps his peers navigate the new financial decisions that arise during our late 20s and 30s as we try to repay student loans, buy a house, and invest our savings. Illumint is located in Washington, D.C., but operates virtually (via video chat) in order to work with people across the country.

My credentials and education:

*CERTIFIED FINANCIAL PLANNER™
*MBA (Finance), Georgia Tech
*B.S. (Business Administration), Georgetown University

I encourage you to schedule a time to chat with me to start getting help with your student loans, budget, and savings options as soon as this week.

Chris Chen, CFP®, CDFA

About Chris Chen, CFP®, CDFA

Chris is a fiduciary wealth strategist who helps individuals and families plan challenging life transitions such as retirement, expatriation, and divorce.

A strong life and financial plan makes other wealth decisions much easier. As a CFP® professional, Chris will work with your legal and tax advisers to build you cost-effective and tax-efficient strategies to help you achieve your long-term financial goals.

Chris’ career in financial services followed a rewarding career in strategic business management, during which he lived, worked, and grew successful businesses in the US, Asia-Pacific, and Europe. He earned a bachelor’s degree in Economics and an MBA in Finance. He completed the Financial Planning program at Boston University. He is also a CFP® practitioner and a Certified Divorce Financial Analyst™. He trained as a financial neutral at the Massachusetts Collaborative Law Council. He is also a trained Mediator in accordance with M.G.L. ch.233 § 23C.

Chris has been widely quoted in the Boston Globe, New York Times, Forbes, CNBC, Wall Street Journal, Marketwatch, Investment News, and Bloomberg. He has also been published in the Boston Globe, Kiplinger, and Investopedia. Chris is the Treasurer of the Association of Divorce Financial Planners. He was the founding Director of the Greater Boston Chapter of the Association of Divorce Financial Planners. He is a member of the Financial Planning Association, The Divorce Center, and the Massachusetts Council on Family Mediation.

Hui-chin Chen, CFP®

About Hui-chin Chen, CFP®

Hi, My name is Hui-chin Chen, a CERTIFIED FINANCIAL PLANNER™ professional and globetrotter. I specialize in helping people make smart financial decisions for international moves and global living.

Having lived in six countries in the past 10 years, in positions as diverse as foreign company employee, non-profit worker, dependent expat spouse, and location independent business owner, I have accumulated firsthand experience and created solutions to manage the multi-facet financial picture you are facing.

With my help, you will be able to pursue the life you envision while successfully:

• Manage fluctuating cash flow between multiple currencies
• Remain tax compliant in the US
• Keep your investments efficient and flexible
• Cover your unique risks
• Coordinate your income, expenses, benefits, and taxes from various countries

How do I do it? As your financial GPS, I will:

• Show you the big picture
• Calculate the potential routes
• Explain the options
• Give you step-by-step instructions
• Keep you on track
• Push you to move forward

Here are some specific types of people that will benefit from working with me:

• Americans working abroad
• Green card or work visa holders in the US
• Couples with different nationalities
• US government employees posted overseas
• International Educators
• Executives for international organizations or multinational corporations
• Location independent entrepreneurs
• People who prefer mandarin as working language
• … YOU? What is your story?

Most of all, I believe that financial planning is about having a trusted partner to discuss your options and guide you through the uncertainties every step of the way. Through this continuous process, you will become more confident and at ease in making important financial decisions.

I look forward to being that trusted partner for you!

Read Hui-chin’s blog: https://moneymattersforglobetrotters.com/