The Elevate, Inc. team is excited to have BPU Investment Management, Inc. as another client, helping the Tampa Bay Area grow! BPU Investments, a multi-disciplinary financial advisory and asset management firm serving clients nationally, and headquartered in Pittsburgh, Pennsylvania.
BPU services include comprehensive wealth management for private clients; asset management for private clients, trusts, retirement plans, and, non-profits; personal financial education for employees of private, nonprofit and public sector organizations; and, institutional brokerage services through BPU Capital Markets.
At BPU, they work side by side, in teams with their clients, establishing a bond built on communication, education and trust. Professional, yet personal is their approach. They are proud to enjoy long-lasting client relationships with each client, highlighted by the utmost in professionalism, yet with a deeply personal approach. This balance of “professional and personal” demonstrates their dedication to their clients as people and their inherent understanding of the profound importance of financial health on their lives and the lives of their families.
Paul Brahim, is a shareholder of BPU Investments Management, Inc. serving as CEO, CIO, and Chairman of BPU’s Board of Directors. He is a Certified Financial Planner™ practitioner (CFP®) and an Accredited Investment Fiduciary Analyst (AIFA®). 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 eight consecutive years through a survey in Pittsburgh Magazine.
“I am extremely excited to work with Elevate, Inc. and to explore the opportunities BPU Investment Management, Inc. has in the Tampa Bay Area.” – Paul Brahim
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This post was written by Elevate, Inc.