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Alvin Carlos
CEO of District Capital Management, an RIA based out of Washington, D.C. He focuses on serving younger clients and utilizing technology like Monday.com and RightCapital to streamline financial planning.
Best podcasts with Alvin Carlos
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May 27, 2025
• 1h 30min
Ep 439: Scaling Financial Planning With Monday.com As A Project Management Hub In Lieu Of Wealthbox CRM with Alvin Carlos
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Alvin Carlos, CEO of District Capital Management, specializes in serving younger clients while leveraging technology for efficiency. He discusses how he transformed Monday.com into a central hub for financial planning, improving client accountability and task management. Alvin shares insights on navigating pricing strategies to enhance accessibility and implementing AI tools for streamlined operations. He emphasizes the importance of building a mission-driven firm that fosters diversity in the financial planning industry.
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