Paul

Our Team

Paul Brockett, CRPC®

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Paul Brockett has been in the financial services industry for 20 years. He started his career in Anne Arundel County assisting individuals in our local school system. In 2008, he earned his Chartered Retirement Planning Counselor certification (CRPC) from College for Financial Planning. Now, he specializes in retirement planning and wealth management advising.


He is driven by client service, to help clients improve their financial portfolios through customized plans, covering an array of financial products. He is driven to help people understand their own personal financial position and then helping them improve their situation.


Paul is from Maryland and graduated from Mount St Mary’s College. He ventured outside Maryland briefly residing in up-state New York, Vancouver, and the Florida Keys. Currently, he lives in Severna Park with his wife, Molly and 3 boys, Thomas, Marshall, and Jefferson. When not in the office, Paul and his family enjoy activities on the Magothy River.

Our Office

2007 Tidewater Colony Drive #2B
Annapolis, MD 21401

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