Malcolm Ethridge, CFP<sup>&reg;</sup> - Financial Advisor

Malcolm Ethridge, CFP®

EA

Managing Partner

Capital Area Planning Group

1255 Union St NE, 7th Floor
Washington, DC 20002
FINANCIAL ADVISOR'S WEBSITE
(202) 916-5624 CONNECT WITH Malcolm
  • linkedin link

General

Malcolm Ethridge is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Capital Area Planning Group in Washington, DC and the surrounding communities.

Financial Advisor Experience

I'm Malcolm, a CERTIFIED FINANCIAL PLANNER™, speaker, blogger, podcast host, and self-proclaimed personal finance nerd. In my day job, I create customized financial plans, designed to help senior managers and executives in tech make sense of some of the most complex financial situations that working professionals tend to face. My areas of expertise include retirement planning, investment portfolio development, tax planning, equity compensation and other executive benefits. I am also the host and executive producer of the Tech Money Podcast; the place where tech workers come to get smarter about their money. On the show, I interview subject matter experts on traditional personal finance topics such as investing, taxes, stock options, and real estate just to name a few. And occasionally, I like to interview guests who are working on interesting projects in the realm of career advancement, mindfulness, entrepreneurship and philanthropy. New episodes are released on Wednesdays, and are available across all major podcasting platforms.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: DC, MD, VA, MA, PA
  • Health/disability insurance: DC, MD, VA, MA, PA
  • Property/casualty: DC, MD, VA, MA, PA
  • Fixed annuities: DC, MD, VA, MA, PA
  • Variable annuities: DC, MD, VA, MA, PA

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FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Employee Benefits, Irregular Income, Real Estate, Retirement, Startup, Succession Planning, Personal Taxes

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