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Paul Brahim, President-elect of the Financial Planning Association or FPA

Industry Spotlight > Advisors

FPA Taps President-Elect, Board Members

By Janet Levaux

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The Financial Planning Association’s board of directors has elected Paul Brahim, managing director and senior vice president of Wealth Enhancement Group in Pittsburgh, as its 2024 president-elect. 

Brahim’s one-year term starts Jan. 1, when he will succeed Claudia Cypher Kane — the group’s current president-elect and its 2024 president. Kane is an independent advisor with Beacon Wealth Strategies, which is affiliated with Raymond James and based in Roseville, California. 

“Paul Brahim has honorably served our profession for many years and in several capacities — nationally and through FPA of Pittsburgh, his home chapter,” said 2023 FPA President James Lee, who added that Brahim’s “passion for financial planning is palpable.”

The 2024 president-elect will play a key role in advancing the FPA’s “many objectives, especially for the legal recognition of the term financial planner through title protection,” Lee added.

At Wealth Enhancement Group, Brahim works with chief executives on their retirement and succession plans, as well as on their respective employee retirement and financial wellness programs. He also volunteers with Heritage Community Initiatives and the Navy SEAL Foundation.

“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 said in a statement.

Other FPA News

The FPA, holding its annual meeting in Phoenix, also announced Wednesday that Daniel Galli, who has served on the board for the past two years, has been selected to be the group’s treasurer in 2024. Galli founded his own planning firm, now based in Norwell, Massachusetts, more than 30 years ago. 

In addition, the following three financial professionals will begin serving on the board next year: 

  • Lisa A.K. Kirchenbauer, founder and president of Omega Wealth Management in Arlington, Virginia;
  • Celeste H. Revelli, director of digital planning at Fidelity Investments in Boston; and
  • Timothy M. Todd, professor of law and associate dean for faculty development and scholarship at Liberty University School of Law in Lynchburg, Virginia.

(Shown in photo: Paul Brahim)

Janet Levaux

@Think_JanetL

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