Elevate, Inc. was very excited to have Paul Brahim, CEO of BPU Investment Management, Inc., present at their bi-monthly Advisory Board Meeting. The Elevate, Inc. Advisory Board Meeting on August 8th, 2019 was Paul’s very first meeting and was a huge success.
BPU Investment Management, Inc. is a leading Pittsburgh and West Pennsylvania financial advisory and investment management firm expanding to the Tampa Bay area. Their mission is to empower their clients to make smart financial choices so that they can live a life of purpose, for the reasons that are important to them. BPU really takes the time to work side by side with their clients to help empower them through financial health and wellness. Their offerings cover a wide range of wealth management services including asset management and comprehensive financial planning, retirement plan consulting and institutional brokerage services.
During Paul’s presentation, he referenced Sir Winston Churchill, “I realized I was … unable to live my life as I wanted to. I wanted learning and I wanted funds. I wanted freedom. I realized there was no freedom without funds. I had to make money to get essential independence; for only with independence can you let your own life express itself naturally …”. Independence to let your life express itself naturally … that’s BPU’s objective. They strive to help their clients find their why and what’s important to them and how to fulfill that through financial stability and growth.
“Culture eats strategy for lunch …” – Peter Drucker. Our culture at BPU Investments is a balance of “professional and personal” demonstrating our dedication to our clients as people and our inherent understanding of the profound importance of financial health on individuals’ lives and the lives of their families.” – Paul Brahim
Categorized in: Work
This post was written by Elevate, Inc.