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Shannon J. Pike joined Kassouf Wealth Advisors in 2022 after holding senior leadership roles at financial planning and investment management firms in Houston, Texas. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner with nearly 30 years of experience in the financial planning profession. As a Member/President of Kassouf Wealth Advisors, he helps clients through thoughtful financial planning and investment management. Shannon has been an active leader within the Financial Planning Association (FPA) over the last 20 years, including positions on the national board of directors, national president, and president of FPA of Houston; he currently chairs the national FPA’s public policy council.
Education
Bachelor of Science in Consumer Economics and Financial Planning, 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
Vestavia Hills Sunrise Rotary Club – Board Member
Estate Planning Council of Birmingham
Financial Planning Association of North Alabama
Financial Planning Association of Houston – Past President, Past Board Member