Zubin Kapur

Financial Planner @Valor Wealth Partners

Arlington, VA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Apr 2024 — Present

Financial Planner @Valor Wealth Partners

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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

2000 — 2002

Northwestern University, Chicago

Master's in Engineering Management

1994 — 1996

Loyola University Chicago

MBA

SKILLS

Customer ExperienceWirelessTelecommunicationsProduct DevelopmentStart-UpsVendor ManagementProduct ManagementCross-Functional Team LeadershipMarketing StrategySales ManagementStrategic PartnershipsLeadershipMarketingAnalyticsManagementStrategyB2bCdmaMarket ResearchSalesCall CenterSales OperationsCustomer Retention

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.

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