Courtney M. Font,  CFP<sup>&reg;</sup> - Financial Advisor

Courtney M. Font, CFP®

Principal

Crooked Tree Capital Advisors

267 Creekside Dr, Ste 300
Petoskey, MI 49770
FINANCIAL ADVISOR'S WEBSITE
(231) 348-2516

General

Courtney Font is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Crooked Tree Capital Advisors in Petoskey, MI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Life Planning, Retirement

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