WEALTH MANAGEMENT - Key Persons

Kevin Brosious - Founder, President

Job Titles:
  • Founder
  • President
  • Certified Financial Planner
  • CFP, CPA / PFS, CGMA
  • Contributor
  • Member of the American
  • Registered Financial Advisor With the National Association of Personal Financial Advisors
Affiliations: Kevin Brosious, is the founder and president of Wealth Management, Inc, an Independent Fee-Only financial planning and Registered Investment Advisory firm. Kevin is a Certified Financial Planner (CFP) and has held the CFP® designation since 1992. Kevin is also a CPA, licensed in the state of Pennsylvania since 1989; and a Personal Financial Specialist - A CPA/PFS can only be acquired by CPAs who are AICPA members (binding them to the Code of Professional Conduct), have a minimum of 1,400 hours of financial planning business experience, in addition to continuing education within the last five years and a comprehensive and rigorous personal financial planning exam. Kevin is a member of the American and Pennsylvania Institutes of CPAs and he currently serves as chairman of the Lehigh Valley Chapter's Personal Financial Planning Committee. Kevin was recently awarded the 2020 Lehigh Valley Chapter Volunteer Service Award. Kevin is a registered financial advisor with the National Association of Personal Financial Advisors - NAPFA. The National Association of Personal Financial Advisors is the nation's leading organization of Fee-Only comprehensive financial planning professionals. Since 1983, NAPFA's ranks have enjoyed steady growth, operating under a strict code of ethics and our widely recognized definition of Fee-Only compensation. NAPFA members are trusted, objective financial advisors for consumers and institutions alike. Kevin received his BS in Accounting from Villanova University and an MBA from Wilkes University. He is also an adjunct professor at DeSales University, where he teaches Financial Management. Kevin is a frequent contributor to financial news articles for the national press. See the "In the News" tab to view articles that featured Kevin in the Wall Street Journal, Money, Kiplinger's, and other national publications. Kevin also volunteers as an AICPA "Money Doctor". Money Doctors are a qualified panel of CPAs that have also attained the Personal Financial Specialists (PFS) credential. Money Doctors answer questions from consumers regarding financial planning issues. The program is offered as a public service through the AICPA. ----> http://www.360financialliteracy.org/Ask-the-Money-Doctor