Get to know Paula Cooley

Paula M. Cooley, CFP®, AIF®
Financial Representative
Principal Securities Registered Representative
Investment Adviser Representative

Seeking ways to help achieve financial success? I can assist with personal and business strategies targeted to help achieve your goals.


Phone: (240) 762-5364
Fax: (888) 341-4480
6700A Rockledge Drive, Suite 300
Bethesda, MD 20817


With my financial services industry experience and background in various positions for Fortune 500 companies and small businesses, I am delighted to help individuals in areas including financial planning, retirement and estate planning, portfolio reviews, income strategies, long-term care, disability income solutions and risk analysis.

I work with business owners and their employees by providing a variety of options such as:

  • Retirement plans and individual retirement planning services.
  • Workplace Financial Wellness for small to medium sized businesses and education for employees.
  • Complimentary informal business valuations and Buy-Sell reviews for business owners.
  • Comprehensive needs analysis tool by Principal® for business owners and individuals’ personal financial analysis.
  • A wide range of business owner and executive solutions.


M.S. in Administration – Central Michigan University
B.A. – Princeton University
Securities registered and insurance licensed in various states