Michelle G. Pike, CFP®, AEP®

mpike@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. She has been with the firm for over 20 years and enjoys helping clients achieve their financial goals.

Education
Bachelor of Science in Financial Planning, The University of Alabama
Bachelor of Science in Accounting, The 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
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
Girl Scout Troop Leader
Hands on Birmingham Board – Past President
Liberty Park Middle School PTO Treasurer

Awards and Honors
Jack Davis Professional Achievement Award, awarded by The University of Alabama

 

Michelle Pike shares retirement tips

Michelle Pike shares retirement tips

Principal and Financial Planner Michelle Pike shared her expertise on planning for retirement with the Birmingham Business Journal. A CERTIFIED FINANCIAL ... Read More
Provider Relief Fund Reporting Portal now open

Provider Relief Fund Reporting Portal now open

The Provider Relief Fund Reporting Portal opened July 1, and the reporting deadline is rapidly approaching. Now is the time ... Read More
Safe Harbor 401(k) Plan Deadline Approaching

Safe Harbor 401(k) Plan Deadline Approaching

A safe harbor 401(k) plan includes an employer match, which will eliminate many of the plan’s annual compliance tests. By ... Read More