Paul Brahim, a three-year veteran of the Financial Planning Association (FPA) Board of Directors, has been elected as the new president-elect for 2024 by the same board during the FPA’s Annual Conference in Phoenix this week.
Brahim, who serves as managing director and senior vice president at Pittsburgh-based Wealth Enhancement Group, for years has been an advocate for financial planning. His one-year term will begin on Jan. 1, 2024, and he will succeed Claudia Cypher Kane, who will assume the role as FPA’s 2024 president.
In his tenure at Wealth Enhancement Group, Brahim has worked with chief executives on their retirement and succession plans along with employee retirement and financial wellness programs using a combination of financial planning, investment management, and business knowledge.
Brahim plans to bring his passion for the financial planning profession into his role as the president-elect.
“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,” he said in a statement.
The board also selected Daniel Galli to serve as treasurer after serving on the board for the past two years. He will finish the third year of his board service and serve as the volunteer leader of the FPA Finance Committee next year, the FPA said.
Finally, the board selected three new members to serve three-year terms beginning on Jan. 1, 2024. Those individuals are Lisa Kirchenbauer, founder and president of Omega Wealth Management, based in Arlington, Va., Celeste Revelli, director of digital planning at Boston-based Fidelity Investments, and Timothy Todd, professor of law and associate dean for faculty development and scholarship at Liberty University School of Law in Lynchburg, Va.
2023 FPA President James Lee praised the new additions highlighting Brahim’s energy and experience as key tools that will help him next year.
“Paul’s leadership has been felt at all levels of the Association, and his passion for financial planning is palpable,” he said. “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.”