Malcolm. Ethridge, Cfp®, Ea

Malcolm. Ethridge, Cfp®, Ea Email and Phone Number

Managing Partner @ Capital Area Planning Group
Washington, DC, US
Malcolm. Ethridge, Cfp®, Ea's Location
Washington, District of Columbia, United States, United States
Malcolm. Ethridge, Cfp®, Ea's Contact Details

Malcolm. Ethridge, Cfp®, Ea work email

Malcolm. Ethridge, Cfp®, Ea personal email

n/a
About Malcolm. Ethridge, Cfp®, Ea

Malcolm Ethridge is the Managing Partner at Capital Area Planning Group, a boutique financial planning and investment management firm based in Washington, D.C. As a Certified Financial Planner (CFP®) and IRS Enrolled Agent (EA), Malcolm’s areas of expertise include retirement planning, investment portfolio development, tax planning, equity compensation and other executive benefits. He leverages that expertise to help first generation wealth creators make sense of some of the most complex financial situations that working professionals tend to face.In addition to his duties as a financial planner, Malcolm is an on-air contributor at CNBC, providing commentary on the market news of the day. You can catch him on any of the daily shows, as well as special broadcasts, typically dissecting corporate earnings news and other headlines related to tech.

Malcolm. Ethridge, Cfp®, Ea's Current Company Details
Capital Area Planning Group

Capital Area Planning Group

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Managing Partner
Washington, DC, US
Malcolm. Ethridge, Cfp®, Ea Work Experience Details
  • Capital Area Planning Group
    Managing Partner
    Capital Area Planning Group
    Washington, Dc, Us
    View
  • Capital Area Planning Group
    Managing Partner
    Capital Area Planning Group 2024 - Present
    View
  • Capital Area Tax Consultants
    Managing Partner
    Capital Area Tax Consultants 2023 - Present
    View
  • Cnbc
    On-Air Contributor
    Cnbc 2023 - Present
    Englewood Cliffs, Nj, Us
    View
  • Cic Wealth
    Executive Vice President | Financial Advisor
    Cic Wealth 2019 - 2024
    Rockville, Md, Us
    View
  • Wells Fargo Advisors
    Associate Vice President | Financial Advisor
    Wells Fargo Advisors 2016 - 2019
    St. Louis, Missouri, Us
    View
  • Merrill Lynch
    Financial Advisor
    Merrill Lynch 2011 - 2016
    New York, Ny, Us
    View

Malcolm. Ethridge, Cfp®, Ea Skills

Public Speaking Leadership Financial Planning Microsoft Office Retirement Planning Event Planning Investments Small Business Retirement Planning Management Alternative Investment Strategies Concentrated Stock Selling Finance Community Outreach 401 Retirement Savings Plans Pension Funds Life Insurance Succession Planning Corporate Finance Entrepreneurship Small Business Lending Business Development Financial Advisor Investment Strategies Insurance Strategic Planning Financial Services Fundraising Retirement Plan Consulting Defined Contribution Defined Benefit Variable Annuities Asset Based Lending Securities Lending Series 66 Nmls Licensed Series 7 Investment Advisory Services Tax Advantaged Investment Strategies Fiduciary Fiduciary Services Personal Financial Planning Executive Benefit Strategies Registered Investment Advisor Ria Fixed Annuities Government Contracting Lines Of Credit Commercial Lending Commercial Mortgages Philanthropic Planning Nonprofits Linkedin Marketing Linkedin Training

Malcolm. Ethridge, Cfp®, Ea Education Details

  • North Carolina Agricultural And Technical State University
    North Carolina Agricultural And Technical State University
    Marketing/Management
  • College For Financial Planning
    College For Financial Planning
    Retirement Planning
  • Georgetown University
    Georgetown University
    Financial Planning

Frequently Asked Questions about Malcolm. Ethridge, Cfp®, Ea

What company does Malcolm. Ethridge, Cfp®, Ea work for?

Malcolm. Ethridge, Cfp®, Ea works for Capital Area Planning Group

What is Malcolm. Ethridge, Cfp®, Ea's role at the current company?

Malcolm. Ethridge, Cfp®, Ea's current role is Managing Partner.

What is Malcolm. Ethridge, Cfp®, Ea's email address?

Malcolm. Ethridge, Cfp®, Ea's email address is ma****@****ors.com

What schools did Malcolm. Ethridge, Cfp®, Ea attend?

Malcolm. Ethridge, Cfp®, Ea attended North Carolina Agricultural And Technical State University, College For Financial Planning, Georgetown University.

What are some of Malcolm. Ethridge, Cfp®, Ea's interests?

Malcolm. Ethridge, Cfp®, Ea has interest in Education, Economic Empowerment.

What skills is Malcolm. Ethridge, Cfp®, Ea known for?

Malcolm. Ethridge, Cfp®, Ea has skills like Public Speaking, Leadership, Financial Planning, Microsoft Office, Retirement Planning, Event Planning, Investments, Small Business Retirement Planning, Management, Alternative Investment Strategies, Concentrated Stock Selling, Finance.

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