Zubin Kapur
Fiduciary providing fee-only Financial Planning and Investment Management services.
- Role
- Financial Planner at Valor Wealth Partners
- Location
- Arlington, VA, US
- LinkedIn followers
- 500 followers
About Zubin Kapur
As a person who is passionate about budgeting and financial planning, I know that having a robust financial plan is just the first step in the journey toward meeting your financial priorities. An avid planner, I recognize that there is never a well-defined path to one’s goals and thrive on the challenge of solving the bumps along the road.
Experience
Financial Planner
Apr 2024 — Present · Washington, DC, US
Valor Wealth Partners is designed to build deep personal relationships with the individuals and families we serve. Listening to our clients makes us better prepared to meet their growing needs. With our steward-level service and unwavering commitment to our clients, we do everything we can to keep our clients engaged in the financial planning process and keep them focused on their goals.We have done everything we can to fairly equate cost with value provided to your family. You are in control of the level of service you feel is best to meet your needs. We believe our unique structure removes more conflicts of interest from typical methods and allows for further transparency of costs.
Education
Northwestern University, Chicago
Master's in Engineering Management
2000 — 2002
Loyola University Chicago
MBA
1994 — 1996
Skills
- Customer Experience
- Wireless
- Telecommunications
- Product Development
- Start-Ups
- Vendor Management
- Product Management
- Cross-Functional Team Leadership
- Marketing Strategy
- Sales Management
- Strategic Partnerships
- Leadership
- Marketing
- Analytics
- Management
- Strategy
- B2b
- Cdma
- Market Research
- Sales
- Call Center
- Sales Operations
- Customer Retention
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