Michelle G. Carney, CFP®, AEP®

mcarney@kassouf.com
205-443-2521

Ask me about…

Wealth Advisory Services 

 

Michelle specializes in personal financial planning, including education planning, insurance planning, investments, retirement planning, and estate planning.

Education
Bachelor of Science in Financial Planning, University of Alabama
Bachelor of Science in Accounting, University of Alabama

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

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

Professional and Community Involvement
Alabama School of Fine Arts Alumni Board Member
Estate Planning Council

Financial Planning Association
Girl Scout Troop Leader
Hands on Birmingham Board – President Elect
Vestavia Hills Elementary Cahaba Heights PTO

 

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