Our Team
Paul Brockett, CRPC®
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 Promise
In a fiduciary relationship, we provide advice that is based in the trust that our clients put in us as their financial stewards, providing confidence in the management of their money. This requires that we, as the fiduciary, act at all times for the sole benefit and interest of our clients.
2007 Tidewater Colony Drive #2B
Annapolis, MD 21401
443-333-4665 office
443-837-6605 fax
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To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to fivestarprofessional.com.