Birmingham, Alabama (October 10, 2024) — Kassouf & Co., Inc. and Kassouf Wealth Advisors Director Gerard Kassouf was recently named one of Money’s Best Financial Planners in their 2024 list. In partnership with the Financial Planning Association, Money compiled the 80 best financial planners in the United States.
“It is an honor to be recognized among this group of dedicated advisors. This recognition is a testament to how we help clients through every life stage at Kassouf and Kassouf Wealth Advisors. Excellent client service is at the core of everything we do,” said Gerry Kassouf. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, Certified Public Accountant, Personal Financial Specialist, Chartered Global Management Accountant®, and Accredited Estate Planner®.
Money surveyed 1,000 financial planners, examining qualifications, trust, services, and customer service. Gerry is the only financial planner in Alabama to earn the honor.
Kassouf & Co., Inc. is one of Alabama’s most established public accounting and advisory firms. Kassouf Wealth Advisors is part of Kassouf’s Family of Companies; the KWA team specializes in financial planning and investment management for individuals.
“This award is a testament to my father’s attentive service to his clients and expansive knowledge of financial planning. It is amazing to see how he has served clients for multiple generations. They not only trust him with their own finances, but they trust him with their children’s and grandchildren’s finances. There is no better example of trust,” said Kassouf Managing Director Jonathan Kassouf.
About Kassouf:
Founded in 1931, Kassouf is an accounting and advisory firm headquartered in Birmingham, Alabama, and is one of Alabama’s most respected firms. The firm serves individuals and businesses across a broad range of industries and specializes in tax, assurance, financial planning, wealth management, estate planning, and business consulting with a strong emphasis in the healthcare industry. Kassouf employs more than 100 individuals. The company is an active member of CPAmerica, one of the largest networks of CPA firms in the world. This affiliation combines the expertise and resources of nearly 2,000 CPAs across the United States.
About Kassouf Wealth Advisors:
Kassouf Wealth Advisors specializes in financial planning and investment management for individuals. KWA’s relationship-focused team works with clients to understand long-term goals and financial priorities. The plan to preserve and grow our clients’ wealth involves protecting their assets, embracing a thoughtful savings plan, and developing a disciplined investment strategy that allows for sufficient returns with the least possible risk to their assets. The KWA team includes CERTIFIED FINANCIAL PLANNER™ practitioners, Personal Financial Specialists, and Accredited Estate Planners®. We do not represent investment or insurance providers, nor do we receive commissions for recommending investments or trading securities.
