Kassouf & Co., Inc. and Kassouf Wealth Advisors Director Gerard Kassouf was recently named one of Money’s Best Financial Planners in their 2024 list. In partnership with the Financial Planning Association, Money compiled the 80 best financial planners in the United States.
“It is an honor to be recognized among this group of dedicated advisors. This recognition is a testament to how we help clients through every life stage at Kassouf and Kassouf Wealth Advisors. Excellent client service is at the core of everything we do,” said Gerry Kassouf. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, Certified Public Accountant, Personal Financial Specialist, Chartered Global Management Accountant®, and Accredited Estate Planner®.
Money surveyed 1,000 financial planners, examining qualifications, trust, services, and customer service. Gerry is the only financial planner in Alabama to earn the honor.
Kassouf & Co., Inc. is one of Alabama’s most established public accounting and advisory firms. Kassouf Wealth Advisors is part of Kassouf’s Family of Companies; the KWA team specializes in financial planning and investment management for individuals.
“This award is a testament to my father’s attentive service to his clients and expansive knowledge of financial planning. It is amazing to see how he has served clients for multiple generations. They not only trust him with their own finances, but they trust him with their children’s and grandchildren’s finances. There is no better example of trust,” said Kassouf Managing Director Jonathan Kassouf.
