Malcolm. Ethridge

About Malcolm. Ethridge

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 senior managers and executives make financial decisions with clarity.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.

Experience

1. On-air Contributor

   Cnbc

   Jan 2023 — Present · Washington, DC, US

Education

• Georgetown University

  CFP®, Financial Planning

  2017 — 2018

• College for Financial Planning

  CRPC®, Retirement Planning

  2012 — 2013

• North Carolina Agricultural and Technical State University

  Bachelor's Degree, Marketing/Management

  2005 — 2009

Skills

• Investment Strategies
• Retirement Planning
• Financial Advisor
• Nmls Licensed
• Variable Annuities
• Tax-Advantaged Investment Strategies
• Life Insurance
• Fiduciary
• Finance
• Community Outreach
• Management
• Concentrated Stock Selling
• Entrepreneurship
• Small Business Lending
• Government Contracting
• Asset Based Lending
• Fiduciary Services
• Lines of Credit
• Public Speaking
• Defined Contribution
• Leadership
• Investment Advisory Services
• Commercial Mortgages
• Alternative Investment Strategies
• Linkedin Training
• Investments
• Series 7
• Fundraising
• 401(K) Retirement Savings Plans
• Pension Funds
• Defined Benefit
• Succession Planning
• Business Development
• Philanthropic Planning
• Series 66
• Corporate Finance
• Event Planning
• Financial Planning
• Linkedin Marketing
• Commercial Lending