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WSJ: Paul Brahim, Quoted in “Brokerage Firms Are Pitching Separately Managed Accounts. Here’s What to Know.”

Paul J. Brahim

- CFP®, CEPA®

6 minutes

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Paul Brahim, CFP®, AIFA®, Managing Director, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was quoted by The Wall Street Journal in “Brokerage Firms Are Pitching Separately Managed Accounts. Here’s What to Know.” 

  The adviser, Brahim says, can help “find a product that is right for you by checking one-, three- and five-year returns, risk-adjusted performance, and manager tenure.” 

Access the full article authored by Lori Loannou here.

Head shot of Paul Brahim

Managing Director, Financial Advisor | Strategic Referral Programs

Pittsburgh, PA

Paul has truly lived the American Dream—beginning his career in financial services with no formal training and rising through the ranks to prestigious positions like CEO of BPU Investments. As an advisor at Wealth Enhancement, Paul uses his financial planning, investment management, and business skills to work with CEOs on retirement and succession plans and provides guidance on financial wellness. Paul is also a Certified Financial Planner (CFP®) and Certified Exit Planner (CEPA®).

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Wealth Enhancement uses your information to respond to requests and share product and service information. You can unsubscribe at any time. Review our Privacy Policy for more information.