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 to host 21st-Annual Coding Workshop

Kassouf to host 21st-Annual Coding Workshop

  General registration is open for Kassouf's 21st-Annual Medical Coding Workshop, featuring Kim Huey. Kim, also known as "Kim the ... Read More
Kassouf hosts cybersecurity workshop

Kassouf hosts cybersecurity workshop

*This event is postponed. We will share the new date here once it is confirmed.* As part of Kassouf's commitment ... Read More
Kassouf to host AI workshop for healthcare industry

Kassouf to host AI workshop for healthcare industry

  Join our panel of experts as we discuss all AI has to offer the healthcare industry, including the good, ... Read More