Subscribe

FPA taps Wealth Enhancement Group’s Brahim as president-elect

Paul Brahim

Brahim's 'leadership has been felt at all levels of the association,' says the 2023 FPA president, James Lee.

The principal membership organization and trade association for certified financial planners has a new president-elect and treasurer for the coming year. The Financial Planning Association announced Wednesday that its board elected Paul Brahim as 2024 president-elect. Brahim’s one-year term is slated to start Jan. 1.

Brahim, managing director and senior vice president at Wealth Enhancement Group, is completing a three-year term on the FPA board and will succeed Claudia Cypher Kane, the incoming 2024 FPA president.

“Paul Brahim has honorably served our profession for many years and in several capacities — nationally and through FPA of Pittsburgh, his home chapter,” James Lee, the FPA’s 2023 president, said in a statement. “Paul’s leadership has been felt at all levels of the association, and his passion for financial planning is palpable. He will play an integral role in advancing the association’s many objectives, especially for the legal recognition of the term financial planner through title protection.”

Aside from his duties at Wealth Enhancement Group and the FPA, Brahim works with several organizations, including the Heritage Community Initiative and the Navy Seal Foundation. Brahim earned a bachelor’s degree from Washington and Jefferson College.

“I am grateful for this opportunity to use my case-making, consensus-building, and decision-making skills that I have accrued over years of work in financial planning to support our members and advance our primary advocacy objective: the legal recognition of the term ‘financial planner’ through title protection,” Brahim in the statement. “I love the financial planning profession and, in partnership with the entire Board and staff, will harness our collective desire and skill to advance it as a distinct, true, and legally recognized profession.”

The FPA board also selected Daniel Galli, a board member for the past two years, to serve as the 2024 treasurer. Galli will complete his third year of board service in the coming year and will also serve as the volunteer leader of the FPA Finance Committee.

Related Topics: ,

Learn more about reprints and licensing for this article.

Recent Articles by Author

Will the surge in Treasury yields slay the bulls (again)?

So far in 2024 the rise in the 10-year Treasury yield has not significantly impinged on the market’s bullish behavior.

Distressed investors finding opportunities despite bull market, strong economy

"Interest rates have skyrocketed in the last 24 months and because of that, you're seeing more and more distress,” said one fund manager.

Derivative income funds taking off as indexes won’t back off

Derivative income funds totaled more than $84.6 billion in assets in March, up from $53.6 billion the prior year and $5.1 billion a decade ago.

RIA calls bias against Bitcoin unfounded, outdated

"They don't understand how Bitcoin has an enhanced Sharpe ratio and benefits overall volatility in a portfolio."

Should advisors be looking for gold alternatives?

Gold has been shining this year, but there are other precious metals that advisors may want to consider adding to portfolios.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print