Shannon J. Pike, CFP®

[email protected]
205-443-2526

Ask me about…

Wealth Advisory Services 

 

Shannon provides financial planning services and investment expertise for Kassouf Wealth Advisors, LLC. His areas of specialty include budget & debt management, comprehensive financial planning, 401(k)/403(b)/IRAs, banking, charitable & planned giving, annuities, asset allocation, estate planning, investment management, limited partnerships, employee benefits, mutual funds, insurance, life planning, retirement, stocks & bonds, long-term care, succession planning, and personal taxes.

Education
Bachelor of Science, University of Illinois

Certifications
CERTIFIED FINANCIAL PLANNER™ (CFP®)

Professional and Community Involvement
National Financial Planning Association – Current Public Policy Council Chair, Past President, Past Board Member
Estate Planning Council of Birmingham
Financial Planning Association of North Alabama
Financial Planning Association of Houston – Past President, Past Board Member
American Bankers Association

 

Kassouf Healthcare Solutions celebrates 25th anniversary

Kassouf Healthcare Solutions celebrates 25th anniversary

Kassouf Healthcare Solutions is celebrating 25 years in business. Established in 1999, the company is an award-winning management services organization ... Read More
Kassouf Healthcare Advisor shares patient experience tips in Business of Primary Care Podcast

Kassouf Healthcare Advisor shares patient experience tips in Business of Primary Care Podcast

Kassouf Director Joni Wyatt, MHA, MHIA, CPHIMS discussed the importance of care coordination and how this affects patience experience in ... Read More
Kassouf named accounting top regional leader

Kassouf named accounting top regional leader

Kassouf was named a Top Regional Leader in Accounting Today’s annual ranking. The firm placed in the top 20 among ... Read More