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Investment Planning
Education Planning
Retirement Planning

About Michelle

Working with the firm for over 25 years and joining Kassouf Wealth Advisors during its inception, Michelle helps clients succeed by being a good steward of their resources. She’s more than a financial planner; she focuses on developing meaningful relationships with her clients to develop individualized plans as their trusted advisor. As a Member/President of Kassouf Wealth Advisors, she loves helping people set, work toward, and achieve their goals.

Most of us think we know how much we spend, but don’t account for those extra pair of shoes that somehow end up in our closet once a month or those frequent stops for coffee. Advisors will help you think of expenses you may not remember or help you consider savings plans and methods you might not be aware of. Most importantly, advisors help keep you accountable along the way.

Education
Bachelor of Science, The University of Alabama, (Financial Planning)
Bachelor of Science, The University of Alabama, (Accounting)

Certifications
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Accredited Estate Planner® (AEP®)

Professional and Civic Organizations
Leadership Vestavia Hills – Board Member
Diocese of Birmingham Defined Benefit Plan – Vice Chair
National Financial Planning Association – Past Board Member
Alabama School of Fine Arts Alumni – Past Board Member
Estate Planning Council of Birmingham – Past President
Financial Planning Association of North Alabama – Past President
Hands on Birmingham Board – Past President
Various positions in the Vestavia Hills City Schools’ PTOs and Council

Personal Interests
Spending time with family, volunteering in the community, gardening, reading, and watching Green Bay Packer football

Presentation and Publication Topics
Personal Financial Planning: budgeting, education planning, insurance planning, investments, retirement planning and estate planning