Paul J. Brahim Begins Term as President of the Financial Planning Association

The Pittsburgh-based professional says his top priority is raising the stature of financial planners.

|

Paul J. Brahim, CFP, CEPA, has taken office as the 2025 President of the Financial Planning Association.

Brahim, whose term began Jan. 1, will work with other volunteer leaders of the national organization and its CEO during the association’s 25th year. Brahim said in a news release that he will seek to raise the stature of financial planning to the level of other professions like medicine and law. That’s consistent with the association’s primary objective, advancing financial planners’ legal and regulatory recognition through title protection, a goal it set in July 2022, according to the release.

FPA leaders firmly planted the stake in the ground, without reservation, that financial planners deserve legal and regulatory protection to distinguish them from other financial professionals,” Brahim said. “This involves advocating for regulations that clarify the standard of care and professional expectations for financial planners. This is a long-term advocacy priority, which will take several years to come to fruition. We look forward to advancing on this objective throughout the year.”

Brahim has served on the FPA Board of Directors for the past three years and has served on the Board of Directors of the FPA of Pittsburgh in various capacities.

Brahim is a managing director and financial adviser with Wealth Enhancement Group in Pittsburgh, where he advises CEOs on their retirement and succession plans and provides guidance on employee retirement and financial wellness programs.

Brahim is active in his community, having served as a board member with the Heritage Community Initiative and as a volunteer with the Navy Seal Foundation. He has been an expert witness in legal cases and has served as a Vistage Chief Executive member since 2014.

“With FPA’s long-term strategic plan launch last year, FPA volunteer leaders and professional staff will focus on initiatives that grow the Association’s membership and attract new talent,” Brahim said. “At the same time, we want to help members evolve from individual practitioners to successful business owners, advance on critical financial wellness programs, and make financial planning an aspirational career choice for the next generation.”

Latest News

See all >>

Healthcare Rollbacks Will Hurt Many Older Americans: KFF

Health policy experts anticipate fallout for early retirees and nursing-home residents under the new budget reconciliation law.

Tariff Volatility Drives Investors to Actively Managed Funds

Analysts say active managers focused on three factors may lead them to outperform the broader market in the months ahead.

Georgia Ponzi Scheme Duped 300 Investors Out of $140M, SEC Alleges

First Liberty Building & Loan started by making bridge loans to businesses but switched to a scam, investigators say.

The One Big Beautiful Bill Offers Opportunities for Advisors, Investors

Financial advisors need to understand these changes to serve their wealthy clients properly.

Being ‘Wealthy’ Harder to Achieve Since 2021

Inflation and soaring costs have raised the amount Americans think it takes to be wealthy. And the number varies by generation.

Vanguard Announces Three New Treasuries-Based ETFs

Vanguard Fixed Income Group now offers 36 fixed income bond ETFs, including 28 index.