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 Advisory Team connects with physicians, industry leaders at Blue Cross Blue Shield’s Circle of Care
Kassouf director featured in Business Alabama magazine
