HomeWealth ManagementFPA Names Wealth Enhancement Workforce SVP as 2024 President-Elect

FPA Names Wealth Enhancement Workforce SVP as 2024 President-Elect

The Monetary Making plans Affiliation has elected Paul Brahim, a managing director and senior vice chairman on the Pittsburgh-based Wealth Enhancement Workforce, as its new president-elect for 2024. He’s going to fill the position on Jan. 1, 2024, and change into president in 2025.

“Paul’s management has been felt in any respect ranges of the affiliation, and his interest for monetary making plans is palpable,” FPA President James Lee mentioned. “He’s going to play an integral position in advancing the affiliation’s many goals, particularly for the criminal popularity of the time period monetary planner thru name coverage.”

Brahim will prevail Claudia Cypher Kane, an unbiased guide affiliated with Raymond James, as president-elect when she takes over as president of the affiliation in 2024. The announcement was once made all over the FPA’s annual convention held this week in Phoenix. 

Brahim is these days wrapping up a three-year time period at the affiliation’s board of administrators. At Wealth Enhancement Workforce, he makes a speciality of running with c-suite executives on retirement and succession plans, in addition to serving to them craft worker retirement and fiscal wellness systems. 

Brahim volunteers with a number of teams, together with the Heritage Group Initiative and the Military Seal Basis, and graduated from Washington and Jefferson School.

“I’m thankful for this chance to make use of my case-making, consensus-building, and decision-making talents that I’ve gathered over years of labor in monetary making plans to fortify our contributors and advance our number one advocacy purpose: the criminal popularity of the time period ‘monetary planner’ thru name coverage,” Brahim mentioned.

Daniel Galli will function the affiliation’s treasurer subsequent yr; he’s these days in the second one yr of a three-year time period at the FPA Board and can head the FPA Finance Committee. 

The affiliation additionally elected 3 new contributors to its board, together with Lisa A.Okay. Kirchenbauer, the founder and president of the Virginia-based Omega Wealth Control, Celeste Revelli, the director of virtual making plans at Constancy Investments in Boston, and Timothy Todd, a certified of legislation and affiliate dean for school construction and scholarship at Liberty College Faculty of Regulation in Virginia.

In July 2022, the FPA introduced it will pursue criminal popularity of “monetary planner” by the use of name coverage to differentiate them from different monetary services and products pros, despite the fact that in an interview with WealthManagement.com Lee stressed out the FPA was once now not seeking to trademark the time period or push best FPA contributors to make use of it. (An inner survey confirmed about 8 in 10 FPA contributors supported the name coverage push.) 

In a while after this announcement, the FPA mentioned it will be leaving the Monetary Making plans Coalition (consisting of the FPA, the Nationwide Affiliation of Non-public Monetary Advisors, and the CFP Board), partially to dedicate itself to advocating for name coverage.



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