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Paul Brahim, CFP®, AIFA®
Chairman and Chief Executive Officer
Location: Pittsburgh
412-288-9150
pbrahim@bpuinvestments.com
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Biography

Paul Brahim is a shareholder of BPU and the CEO and Chairman of the Board of Directors of the firm. He is also a member of the firm’s Investment Committee. Paul joined BPU in 1997 as Managing Director of Wealth Management. In that capacity, Paul led the firm’s efforts to provide comprehensive financial planning and asset management services to individual clients. He also introduced and developed BPU’s Personal Financial Education (PFE) program and was instrumental in creating the firm’s retirement plan offering. Paul was promoted to Executive Vice President in 2006, Chief Compliance Officer in 2011 and his current position in 2013.

Paul often serves as an expert witness in financial services related cases, providing research and testimony for legal counsel and their clients in both FINRA arbitration and court cases.

He is frequently interviewed by local and national media and has been named one of western Pennsylvania’s top financial advisors for several consecutive years through a survey in Pittsburgh Magazine.

  • Paul Brahim /Supplemental Brochure – ADVPart2B
  • Investment Committee/Supplement Brochure – ADVPart2B

Background

  • Registered Representative, Allegheny Investments, Ltd.

Education

  • Bachelor of Arts, Chemistry and English, Washington and Jefferson College, 1981

Professional

Professional Designations

  • CERTIFIED FINANCIAL PLANNNER™ professional
  • Accredited Investment Fiduciary Analyst™

Licenses

  • FINRA Series 24, 53,6,7,63,65

Professional Affiliations

  • Member, Financial Planning Association
  • Board of Directors, Chair, Membership Committee, Financial Planning Association of Pittsburgh

Related Links

Insights

Presentations

  • The Greatest Unknown Drain on Employee Productivity, Tenth Annual Financial Planning Association of Pittsburgh, Financial Fourum, Doubletree Hotel, Wexford, PA, held on November 1st , 2018.
  • The Greatest Unknown Drain on Productivity … and how to fix it, The American College of Financial Services, Employee Financial Wellness Certificate Program for Prudential, Prudential Tower, Newark, NJ; held on September 24, 2018
  • The Greatest Unknown Drain on Productivity … and how to fix it, The American College of Financial Services, Employee Financial Wellness Certificate Program for Prudential, San Francisco, CA; held on June 21, 2018
  • The Greatest Unknown Drain on Employee Productivity and How to Fix It, ChairWorld 2018, January 28 and 29, 2018
  • DOL Update, The Financial Planning Association, Pittsburgh Chapter’s Annual Financial Four “um”, 1 CFP, 1 PA Insurance, 1 CLE and 1 CPE Credit, held on November 2, 2017
  • Taking Control of Your Financial Destiny; Westmoreland Bar Association, Greensburg, PA, 1 substantive Continuing Legal Education Credit for Attorneys; held on October 25, 2017
  • Passport to Retirement; Philadelphia Bar Association’s Bench-Bar and Annual Conference; Atlantic City, NJ; 1.5 Substantive Continuing Legal Education Credits for Attorneys (JD/Esq.); October 13, 2017
  • Pittsburgh Human Resources Association (PHRA) Annual Conference and Exhibition;Why Financial Literacy Matters; presented by Paul Brahim, CFP®, AIFA®, Chair & CEO, BPU, Approved for 1 hour business Senior Professional in Human Resources (SPHR) & Society for Human Resource Management Credit, October 11, 2017
  • Taking Control of Your Financial Destiny; Westmoreland Bar Association, Greensburg, PA, 1 substantive Continuing Legal Education Credit for Attorneys; held on October 25, 2017
  • Passport to Retirement; Philadelphia Bar Association’s Bench-Bar and Annual Conference; Atlantic City, NJ; 1.5 Substantive Continuing Legal Education Credits for Attorneys (JD/Esq.); October 13, 2017
  • Why Financial Literacy Matters; Pittsburgh Human Resources Association (PHRA) Annual Conference and Exhibition; Approved for 1 hour business Senior Professional in Human Resources (SPHR) & Society for Human Resource Management Credits; October 11, 2017
  • Passport to Retirement, Utilities Credit Union, Reading, PA, October 9, 2017
  • Becoming Conversant in Investment Planning: It’s Like Learning a New Language; Greater Pittsburgh Nonprofit Partnership (GPNP) Summit 2017, Nonprofit, Private & Public Sectors; October 5, 2017
  • Guest Corporate Panelist; I Want to Be an Ambassador! Camp for Teen sponsored by Luminari, Heinz History Center; June 16, 2017
  • Yikes! I’m on the Retirement Plan Committee! Now What? ; Philadelphia Bar Association, Philadelphia, PA; 1 Hours Substantive and 1 Hour Ethics Continuing Legal Education Credit for Attorneys (JD/Esq.); held on June 15, 2017.
  • Prudent Investment Practices And Intergenerational Equity for Eleemosynary Institutions; The Forbes Fund and the Greater Pittsburgh Non-profit Partnership (GPNP); April 25, 2017
  • Practicing Ethics: Applying CFP Board’s Standards of Professional Conduct; Financial Planning Association of Pittsburgh; April 19, 2017; 2 hours Ethics Continuing Education Credit for CERTIFIED FINANCIAL PLANNER™ practitioners (CFP®).
  • Day on Financial Planning; Philadelphia Bar Association, Philadelphia, PA: Part I – Now What? I’m a Lawyer Earning Money and I Need a Financial Plan, 2 hours Continuing Legal Education Credits for Attorneys (JD/Esq.); Part II – I Think I Want to be Done Working, 2 hours Continuing Legal Education Credits for Attorneys (JD/Esq.); and Part III – Taking Control – Financial Planning for Women, 2 hours Continuing Legal Education Credits for Attorneys (JD/Esq.), all held on December 20, 2016
  • June 20, 2017 Testimony before PA House Committee on State Government and Regulations
  • Guest Corporate Panelist; I Want to Be an Ambassador! Camp for Teen sponsored by Luminari, Heinz History Center, June 17, 2016
  • The Greatest, Unnoticed Drain on Employee Productivity…and How to Fix it; Vistage Executive Summit, Pittsburgh; June 8, 2016
  • Fiduciary Excellence under the DOL’s Uniform Fiduciary Standard; The Estate Planning Council of Pittsburgh; May 19, 2016; 1 hour Continuing Education Credit for CERTIFIED FINANCIAL PLANNER™ practitioners (CFP®), Certified Public Accounts (CPA) and Attorneys (JD/Esq.).
  • Practicing Ethics: Applying CFP Board’s Standards of Professional Conduct; Financial Planning Association of Pittsburgh; April 18, 2016; 2 hours Ethics Continuing Education Credit for CERTIFIED FINANCIAL PLANNER™ practitioners (CFP®).
  • Trending Now: The Latest Developments Impacting the RIA Industry; JP Morgan Wealth Management Symposium, University of Chicago, Member of the Advisor Panel; April 26, 2016; 1.5 hours of Continuing Education Credits for CERTIFIED FINANCIAL PLANNER™ practitioners (CFP®), Certified Investment Management Analysts® (CIMA®), Chartered Financial Analysts (CFA) and Chartered Financial Consultants® (ChFC®).
  • Pathways for Business Owners to Create, Build and Realize Wealth – Business Valuation and Succession Planning; Philadelphia Bar Association; March 29, 2016; 2 Hours Substantive and 1 Hour Ethics Continuing Legal Education Credit for Attorneys (JD/Esq.).
  • Defining Fiduciary Excellence: From Trust Law to ERISA and the DOL Uniform Fiduciary Standard; Philadelphia Estate Planning Council; March 15, 2016; 1 hour Continuing Education Credit for CERTIFIED FINANCIAL PLANNER™ practitioners (CFP®), Certified Public Accounts (CPA), Chartered Financial Consultants® (ChFC®), Chartered Life Underwriters (CLU), Attorneys (JD/Esq.); and, PA, NJ and Delaware Insurance Continuing Education credits.
  • Defining Fiduciary Excellence: From Trust Law to ERISA and the DOL Uniform Fiduciary Standard; Financial Planning Association of Pittsburgh; March 9, 2016; 3 hours Continuing Education Credits for CERTIFIED FINANCIAL PLANNER™ practitioners (CFP®).
  • Defining Fiduciary Excellence: From Trust Law to ERISA and the DOL Uniform Fiduciary Standard; Philadelphia Bar Association; February 4, 2016; 1 hour ethics and 2 hours substantive Continuing Legal Education Credits for Attorneys (JD/Esq.).
  • Practicing Ethics: Applying CFP Board’s Standards of Professional Conduct; Financial Planning Association of Pittsburgh; December 11, 2015; 2 hours Ethics Continuing Education Credits for Certified Financial Planner™ practitioners (CFP®).
  • Defining Fiduciary Excellence: The Changing Landscape of Fiduciary Responsibility; Allegheny County Bar Foundation; October 1, 2015; 1 hour Substantive credit and 1 hour Ethics Continuing Education Credits Attorneys (JD/Esq.) and 2 hours Continuing Education Credits for Certified Financial Planner™ practitioners (CFP®).

Mediahttp://www.post-gazette.com/business/money/2018/09/06/As-student-loan-debt-rises-parents-of-college-bound-kids-stash-money-away/stories/201809050136

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