Building wealth is topic of lecture
Kevin Brocious, president of Wealth Management, Inc., will present Portfolio 101: Building and Maintain Wealth
on Wednesday, February 6, at 1 p.m. in the Atrium of the Penn State Lehigh Valley Fogelsville campus. The lecture is part of the 2008 Faculty Lecture Series and is open to the public free of charge.
Brocious is the founder and president of Wealth Management, Inc, a Fee-Only financial planning and Registered Investment Advisory firm. He is a member of the Garrett Planning Network, Inc. – an international affiliation of professional, Fee-Only financial advisors. Network members are dedicated to providing independent, objective financial advice to people from all walks of life and do not require their clients to have either a minimum income or a minimum net worth.
He is a CFP®
practitioner, a CPA, and a member of the American Institute of Certified Public Accountants. He is also a Personal Financial Specialist and a registered financial advisor with the National Association of Personal Financial Advisors. In addition, Brocious serves on the Board of Directors for the Garrett Financial Education Alliance – a non-profit foundation dedicated to financial education in the workplace. He is also an adjunct professor at both Penn State and DeSales Universities where he teaches personal finance, investments, and other business courses. Brocious received his B.S. in Accounting from Villanova University and an M.B.A. from Wilkes University.