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

FPA taps Wealth Enhancement Group's Brahim as president-elect
Brahim's 'leadership has been felt at all levels of the association,' says the 2023 FPA president, James Lee.
SEP 27, 2023

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.

Latest News

Advisor moves: Atlas tops $1B as Wells Fargo, UBS add bank veterans
Advisor moves: Atlas tops $1B as Wells Fargo, UBS add bank veterans

Wells Fargo adds two bank-channel recruits, UBS lands a JPMorgan Chase veteran, and a multi-family office lifts Atlas past $1B

Advisor mom’s son used her password to log into clients’ accounts, sell deal with conflicts, according to Washington state
Advisor mom’s son used her password to log into clients’ accounts, sell deal with conflicts, according to Washington state

“The state comes down on you in years when you make 40% returns for clients,” said Bill Swayne, the advisor and son of Candace Swayne.

Osaic in talks with Anthropic as AI reshapes advisor workforce
Osaic in talks with Anthropic as AI reshapes advisor workforce

The Independent broker-dealer giant has had “active conversations” with the Claude maker, which is days away from its expected IPO

The retirement milestone advisors aren't tracking
The retirement milestone advisors aren't tracking

For Gen X clients entering life after work, answering the financial question isn't enough to solve the entire retirement equation.

Wealthtech firms target stock pay, pensions and heirs for advisors
Wealthtech firms target stock pay, pensions and heirs for advisors

Tools from Grantd, Income Lab and Healthspan Wealth aim to keep RIAs involved in clients’ biggest money decisions

SPONSORED Best Practices for Engaging Women Around Alternatives

Growing wealth, evolving priorities, and untapped opportunities are reshaping how women approach long-term investing.

SPONSORED Built on insurance experience to deliver on long-term promises

Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.