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 Advisor shares patient experience tips in Business of Primary Care Podcast
Kassouf named accounting top regional leader
