Kevin Brosious

About Kevin Brosious

Fee-only financial planning and investment adviceFiduciary standardAsset Management and hourly services.CPA Strong: Because it\'s not what you make, it\'s what you keep that counts.Specialties: Comprehensive personal Financial Planning, including:* Retirement Planning * Investment Management * Education Planning * Risk Management * Tax Planning * Cash Flow Management * Estate Planning

Experience

1. Principal

   Wealth Management, Inc.

   Sep 1995 — Present

   Kevin Brosious, is the founder and president of Wealth Management, Inc, a Fee-Only financial planning and Registered Investment Advisory firm. Kevin is a CFP® practitioner and has held the CFP® designation since 1992. Kevin is also a CPA, licensed in the state of Pennsylvania since 1989 and a member of the American Institute of CPAs (AICPA) and the Pennsylvania Institute of CPAs (PICPA). In addition, he is a Personal Financial Specialist ( CPA/PFS ). 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 also holds the Chartered Global Management Accountant (CGMA) designation. The CGMA is a professional management accountant designation issued through the AICPA. The CGMA designation demonstrates management accounting expertise and a commitment to sustainable business success. Kevin serves on the AICPA National Financial Planning Insights Panel and as an AICPA \"Money Doctor\". He is currently chairman of the PICPA Lehigh Valley Chapter Personal Financial Planning Committee and serves on the executive board. 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. 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 and other business courses. Kevin is a frequent contributor to articles that appear in the national financial press. See the \"In the News\" tab on his website to view these articles.

Education

• Villanova University

  Bachelor's degree Accounting

  1974 — 1978

• Wilkes University

  MBA, Managerial Science

  1986 — 1988

• Villanova University

  Bachelor of Science (BS), Accounting

  1974 — 1978

Skills

• Employee Benefits
• Auditing
• Picpa - Lehigh Valley Chapter
• Estate Planning
• Personal Financial Planning Committee
• Investments
• Personal Finance
• Cpa
• Risk Management
• Tax Preparation
• Accounting
• Retirement
• Strategic Financial Planning
• Small Business
• Tax
• Financial Goals
• Financial Analysis
• Financial Reporting
• Chairman
• Budgets
• Finance
• Income Tax
• Financial Planners