KZ
Kateri Zhu
Financial Advisor at District Capital Management
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Work Experience
Financial Advisor
Present
Director Of Product Marketing
Present
Senior Product Marketing Manager
Present
Company Details
District Capital Management is an independent, fee-only financial planning firm. We help professionals in their 30s and 40s maximize their money and retire by 55. We are a virtual firm and we primarily work with clients based in Washington DC, Virginia, and Maryland. Our mission is to provide affordable, best-in-class financial advice. We believe money is a tool to help you live your best life. Everyone should have access to high-quality financial advice. We give top-notch advice on your cash, investments (401k, IRA, brokerage), taxes, retirement, insurance, house-buying decisions, debt, college savings, and estate planning. How We're Different ✅ Focus on professionals in their 30s and 40s: We are laser-focused on helping professionals in their 30s and 40s maximize their money and retire by 55. ✅ Comprehensive, actionable advice: Highly personalized financial advice addressing every facet of your financial situation. ✅ Transparent fee-only pricing: We do not sell products or get commissions. ✅ One-stop shop: We have a network of experts we have vetted. ✅ Expert team: You're in highly capable hands with our team of CERTIFIED FINANCIAL PLANNER™ professionals. ✅ Investment expertise: We also have two Chartered Financial Analyst® (CFA®) charterholders in our team. Schedule a free discovery call to see if District Capital is a good fit for you. https://districtcapitalmanagement.com/schedule-call/
Year Founded
2013
Social Media
Linkedin
Industry
Financial Services
HQ Location
4301 50th St NW Suite 300 #2030 Washington, District of Columbia 20016, US
Keywords
Retirement PlanningBudgetingDebt & Credit ManagementInvestingFinancial Planning for Middle Class Professionals
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