Paul Carlson, CIMA®, CRPC®

Partner

Paul is a Co-founder of Seventy2 Capital and oversees the practice’s investment selection and allocation process to help clients realize their life goals by providing independent, thoughtful financial advice, and the highest level of service. As a husband, father and entrepreneur, he intimately understands the multitude of financial decisions his clients face each day and throughout their lives. His clients are business owners, corporate and non-profit executives, high net worth individuals and families who rely on him for advice and strategies to build and protect their financial legacy. They benefit from his extensive knowledge of economics, financial markets, tax policy and public policy gained during a career that has spanned both Wall Street and Main Street.

Paul has been named a Five Star Wealth Manager* in the Washington D.C area for six consecutive years from 2015 to 2020. He has also earned the prestigious Certified Investment Management Analyst ® (CIMA®) and the Chartered Retirement Planning Counselor(SM) (CRPC®) designations. Paul holds the Wells Fargo Advisors Financial Network (WFAFN) Premier Advisor* distinction.

Prior to Seventy2 Capital, Paul spent a combined 15 years as a financial advisor in the wealth management practices of Morgan Stanley and Merrill Lynch. He honed his understanding of public markets early in his career as an analyst in the Institutional Mortgage Sales Group of Lehman Brothers. Following graduate school in 1998, he was elected to the Maryland House of Delegates where he served as a member of the Ways and Means Committee and the Education Subcommittee.

Paul holds a Master in Public Policy from Harvard University's Kennedy School of Government and a Bachelor of Arts with honors in Economics from the University of Maryland (UMD). At UMD, he served as President of the Student Government Association and was a recipient of the H.C. Byrd Leadership Award, a member of Omicron Delta Kappa (ODK), The National Leadership Honor Society, and the founder and President of the UMD Habitat for Humanity Chapter. As a passionate outdoorsman, Paul is the lead explorer on family hikes and camping adventures locally and around the world.

* The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process*); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner’s future performance. For 2020, 2,535 Washington, D.C. area wealth managers were considered for the award; 115 (5 percent of candidates) were named 2020 Five Star Wealth Managers. *To qualify as having a favorable regulatory and complaint history, the person cannot have: 1. been subject to a regulatory action that resulted in a suspended or revoked license, or payment of a fine, 2. had more than three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, 3. individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, 4. filed for bankruptcy, or 5. been convicted of a felony.

  • 2019 – 1,956 Washington, D.C. area wealth managers were considered for the award; 122 (6 percent of candidates) were named 2019 Five Star Wealth Managers.
  • 2018 - 1,975 Washington D.C. area wealth managers were considered for the award; 100 (7 percent of candidates) were named 2018 Five Star Wealth Managers.
  • 2017 - 1,417 Washington D.C. area wealth managers were considered for the award; 106 (7 percent of candidates) were named 2017 Five Start Wealth Managers.
  • 2016 - 1,665 Washington D.C. area wealth managers were considered for the award; 208 (13 percent of candidates) were named 2016 Five Star Wealth Managers.
  • 2015 - 1,837 Washington D.C. area wealth managers were considered for the award; 227 (13 percent of candidates) were named 2015 Five Star Wealth Managers.

Wells Fargo Advisors is not a legal or tax advisor. However, its Financial Advisors (or I) will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals. Be sure to consult your own tax advisor and investment professional before taking any action that may involve tax consequences.

CA License#: 0E54738