Zubin Kapur, CFP® MBA
Financial Planning for Federal Employees | Fee-Only | Fiduciary
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Serving Clients Nationwide
Financial Planning for Federal Employees | Fee-Only | Fiduciary
Areas of Focus
- Employee Benefits
- Estate Planning
- Insurance
- Investment Management
- Medicare / IRMAA Planning
- Retirement Income Planning
- Social Security Optimization
- Tax-Efficient Planning
About Zubin Kapur, CFP® MBA
Hi, I'm Zubin Kapur, Financial Planner and Partner at Valor Wealth Partners.My definition of wealth is being free to do what you want with your time. I spend my time seeing how I can make an impact on the people I meet. Known among family and friends for my passion for finance, I will discuss how to set financial priorities during dinner with friends and remind my kids about the benefits of compounding. I am also passionate about actively working with you to discover what is your definition of wealth.
My father passed away when I was very young. I watched my mother struggle and slowly make progress in moving the family toward financial security. She instilled in her two children the importance of a financial plan and knowing one’s numbers. Today, people who know me know I am analytical and that numbers come easy to me. My true strengths, however, are empathy, communication, and coming up with new ideas. This helps me closely connect with the people I interact with. I know that, like my mother, many families struggle to make financial decisions and adapt their financial plans due to the lack of know-how or the cost of getting the right guidance.
As a Certified Financial Planner, I follow the CFP Board’s Code of Ethics and Standards of Conduct. The complex knowledge required to obtain and maintain this professional designation helps me develop extensive financial plans that hardworking people deserve.
Having lived in Washington DC for over 15 years, I have many friends and neighbors who work for the Federal Government. In my discussions with them, I have concluded that their financial planning process is more complicated than the average plan. I have immersed myself in these details so I can help maximize the benefits federal employees deserve.
I worked in the Merchant Marines for almost 10 years. I traveled to over 40 countries with an international crew on oil tankers and cargo ships. My favorite voyage lasted 14 months which started in Shanghai, China and sailed around the world a time and a half crossing the Panama and Suez canals twice.
When I am not at work, I enjoy traveling, cooking, fostering cats, and, currently, watching shows on Winston Churchill and the historical events leading to World War II.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Master of Business Administration (MBA)
Affiliations
-
National Association of Personal Financial Advisors
- XY Planning Network
Primary Location
1200 G St NW, Suite 800, Washington, DC 20005
Video
Meeting Options
- Video Conference
- In-Person
- Phone
- Webinars
Compensation Methods
- Fee Only
- Flat Fee
- Hourly Rate
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and we'll listen to understand your unique circumstances so we can determine the best way to proceed. We look forward to speaking with you.Offers Investment Management
Yes
About Valor Wealth Partners
Valor Wealth Partners is a fee-only, fiduciary financial planning firm founded to bring a higher level of excellence to financial planning and investment management for people who weren't receiving it elsewhere.Who We Serve
We specialize in providing financial planning advice to mid-career and pre-retiree civilian federal employees. Focusing on federal employees allows us to understand the unique benefits, including FERS and CSRS considerations, that affect these families, and to help them avoid elections that could cost thousands of dollars over the course of retirement.
Our Services
We offer three programs to help clients on their path to financial success: an Initial Financial Plan to map out major goals and concerns, Ongoing Service to provide guidance and accountability as new financial obstacles arise, and optional Investment Management for clients who want to avoid the day-to-day hassles of managing their own portfolio.
Transparent Pricing
As a fee-only firm, we do not accept commissions from the sale of any investment, insurance, or banking products — our only compensation comes directly from our clients. Our pricing is structured as flat annual fees billed monthly, with investment management available for a low, transparent asset-based fee and no account minimums.
We are a veteran-owned business with our headquarters in Washington, D.C., serving clients virtually across the country.
Education
Northwestern University, Master of Engineering Management | Loyola University Chicago, Master of Business Administration, Finance & International Business
Hobbies and Interests
- Animals
- Cooking
- Family
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Couples
- Dual Income Family
- Federal Law Enforcement
- Gen X
- Government Employees
- Living in Retirement
- Military
- Veterans
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