Principal and Financial Planner Michelle Pike shared her expertise on planning for retirement with the Birmingham Business Journal. A CERTIFIED FINANCIAL PLANNER™ and Accredited Estate Planner®, Michelle has over 20 years of experience helping clients achieve their financial goals. Read the…
Accounting Today named Kassouf Wealth Advisors a Top 150 Firm in their 2021 Wealth Magnet issue. This prestigious honor calculates top firms based on assets under management, with Kassouf Wealth Advisors joining the $100 Million Plus Club. Only four Alabama…
The Birmingham Business Journal named Financial Planning Associate Rebecca Yerby a NextGen: Money honoree. The award recognizes rising stars in the finance industry, including banking, financial planning, and wealth management. Rebecca is a Financial Planning Associate with Kassouf Wealth Advisors, where she works…
