Kassouf & Co Director Gerard Kassouf was named one of Money’s Best Financial Planners in 2024, one of 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 Kassouf is the only financial planner in Alabama to earn the honor.
“This award is a testament to my father’s attention to his clients and 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.