Paul E. Peck Jr.
- CFP
- CMT
- Managing Partner
Paul has more than two decades of industry experience. He serves an array of business and individual clients and throughout his career has helped affluent families plan for and achieve their retirement goals.
Paul started his career with American Express Financial Advisors and later worked for Legg Mason Wood Walker as an Associate Vice President – Investments and Royal Alliance Associates as a Senior Retirement Advisor. He holds a CERTIFIED FINANCIAL PLANNER™ certification,1 a Chartered Market Technician designation2 and an Executive Certificate in Financial Planning from Georgetown University’s Center for Professional Development.3
Outside of the office, Paul is active in his local community having served on the finance and stewardship committee of his church and coaching youth soccer. He resides in Severna Park with his wife, Tina, and three children, Connor, Kara, and Brendan. He received a bachelor’s degree in business administration from Columbia Union College.
Paul started his career with American Express Financial Advisors and later worked for Legg Mason Wood Walker as an Associate Vice President – Investments and Royal Alliance Associates as a Senior Retirement Advisor. He holds a CERTIFIED FINANCIAL PLANNER™ certification,1 a Chartered Market Technician designation2 and an Executive Certificate in Financial Planning from Georgetown University’s Center for Professional Development.3
Outside of the office, Paul is active in his local community having served on the finance and stewardship committee of his church and coaching youth soccer. He resides in Severna Park with his wife, Tina, and three children, Connor, Kara, and Brendan. He received a bachelor’s degree in business administration from Columbia Union College.
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1Certified Financial Planner (CFP®)
A Financial Advisor who has earned the CERTIFIED FINANCIAL PLANNER™, or CFP® professional certification has demonstrated skill in analyzing and developing personal long-term financial strategies. A CFP® has completed hundreds of hours of rigorous courses and examinations offered by various colleges and universities across the country. These courses are then followed by a 10-hour comprehensive examination administered according to the Certified Financial Planner Board of Standards. The qualification process, comprehensive array of advice and skill-based approach distinguish CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioners from other professional advisors, who typically focus on only one area of a client’s financial life.
2Chartered Market Technician (CMT®)
A CMT® is a professional technical analyst that holds the CMT® designation organized by the CMT Association, a global credentialing body. The CMT marks the highest level of training within the discipline and is the designation for practitioners worldwide. Technical analysis provides the tools to navigate the gap between intrinsic value and market price across all asset classes through a disciplined, systematic approach to market behavior and the law of supply and demand. Earning the CMT® demonstrates mastery of a core body of knowledge of investment risk; including quantitative approaches to market research and rules-based trading system design and testing.
3Certificate in Financial Planning
Led by faculty and experienced practitioners, students partake in nine months of rigorous part-time study in financial planning fundamentals, investments, taxation, retirement, estate planning, and ethics and complete a comprehensive client case study. The Certificate in Financial Planning is registered with Certified Financial Planning Board of Standards, Inc. to fulfill the education requirements of the CFP® certification.