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.
RIA aggregator adds $4.8 billion in client assets across seven states as demand grows for alternatives to traditional succession models.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Shareholder targets FS KKR Capital's directors over alleged portfolio valuation and dividend missteps.
UBS has a history of costly litigation stemming from the sale of volatile investment products.
New director David Woodcock puts firms on notice over fees, conflicts, and liquidity risk as private credit shows signs of stress.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
