The Financial Planning Association is setting itself up to hand off its leadership reins in less than two years to Paul Brahim, a managing director at Wealth Enhancement Group.
The advocacy group representing nearly 22,000 financial planners announced Wednesday that Brahim has been named 2025 FPA president-elect. That sets him up to become president of the FPA in 2025, succeeding this year's president-elect, Claudia Cypher Kane.
Brahim is a senior vice president and financial advisor in Wealth Enhancement Group's Pittsburgh office. Wealth Enhancement Group, based in Plymouth, Minnesota, has an advisory arm with $56.3 billion in assets under management, according to a Form ADV filed on Monday.
The FPA said in a press release that Brahim has served on its board of directors for nearly three years.
"Paul Brahim has honorably served our profession for many years and in several capacities — nationally and through FPA of Pittsburgh, his home chapter," the current FPA president,
Lee said Brahim has been a strong advocate of the
"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," Brahim said in a statement.
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The FPA also announced that Daniel Galli, the founder of Daniel J. Galli & Associates in Norwell, Massachusetts, has been named its treasurer for 2024. And three planners will be joining its board of directors for three-year terms. They are:
- Lisa Kirchenbauer, the founder and president of Omega Wealth Management in Arlington, Virginia;
- Celeste Revelli, the director of digital planning at Fidelity Investments in Boston;
- Timothy Todd, a professor of law and the associate dean for faculty development and scholarship at Liberty University School of Law in Lynchburg, Virginia.
