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

Advisors handicap the brewing battle between Trump and Powell
Advisors handicap the brewing battle between Trump and Powell

It's a showdown for the ages as wealth managers assess its impact on client portfolios.

Savvy Wealth wooes Commonwealth advisors with Fidelity advantage
Savvy Wealth wooes Commonwealth advisors with Fidelity advantage

CEO Ritik Malhotra is leveraging Savvy Wealth's Fidelity partnership in offers to Commonwealth advisors, alongside “Acquisition Relief Boxes” filled with cookies, brownies, and aspirin.

Elder fraud complaints surge past $4.8 billion as investment scams lead losses
Elder fraud complaints surge past $4.8 billion as investment scams lead losses

Fraud losses among Americans 60 and older surged 43 percent in 2024, led by investment schemes involving crypto and social manipulation.

Apollo ramps up retail push with 'New Markets' division
Apollo ramps up retail push with 'New Markets' division

The alternatives giant's new unit, led by a 17-year veteran, will tap into four areas worth an estimated $60 trillion.

Commonwealth advisors, employees, let it all hang out on Reddit
Commonwealth advisors, employees, let it all hang out on Reddit

"It's like a soap opera," says one senior industry executive.

SPONSORED Compliance in real time: Technology's expanding role in RIA oversight

RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.

SPONSORED Advisory firms confront crossroads amid historic wealth transfer

As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.