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

 

How the Public Health Emergency (PHE) expiration will affect your practice

How the Public Health Emergency (PHE) expiration will affect your practice

The Public Health Emergency (PHE) is expiring. Our team of healthcare advisors have compiled the details explaining how this will ... Read More
<strong>Kassouf promotes 13 employees, hires new principal</strong>

Kassouf promotes 13 employees, hires new principal

Kassouf promoted 13 team members in January, naming two new directors. Three team members were promoted to principal, and a ... Read More
Kassouf hosts complimentary chiropractic workshop

Kassouf hosts complimentary chiropractic workshop

As chiropractors and chiropractic practice managers look toward the new year, align your practice for success at Back in Action: ... Read More