Gerard J. Kassouf,  CFP<sup>&reg;</sup> - Financial Advisor

Gerard J. Kassouf, CFP®

CPA, PFS, AEP

Kassouf & Co.,P C

2101 Highland Avenue S, Suite 300
Birmingham, AL 35205
(205) 443-2500

General

Gerard Kassouf is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Kassouf & Co.,P C in Birmingham, AL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)
  • Other - AEP(c)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Buying a Home, Business Taxes, Estate Planning, Investment Management, Employee Benefits, Startup, Life Planning, Retirement, Long-term Care, Succession Planning, Sudden Wealth

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