Fountainhead Advisors
Keri Kutakoff, CIMA®, ChFC®, is the Chief Operating Officer for Fountainhead Asset Management focusing on outsourced Chief Investment Office (OCIO) services. With extensive experience in the financial industry, Keri has a proven track record in strategic planning, team development, and client-focused financial planning solutions. Keri's background includes various leadership roles at companies such as Penn Mutual, Primary Financial, and Bear Stearns & Company, showcasing their expertise in business development and operations. With a Bachelor of Business Administration in Marketing and Chartered Financial Consultant degree, Keri's educational background complements their successful career in the financial services industry.
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Fountainhead Advisors
Partnering with you and your family to deliver you the freedom to focus on what is important to you today, while being confident about your financial future. The world of financial planning is becoming increasingly complex. It is a time for specialists. Our team includes experts in planning investing, estate, retirement, education, planning for families with special needs, among others. Our entire tight-knit team will sit on your side of the table. We will learn your story, gather data and work WITH you to reign in the complexities of your financial plan and create a cohesive, data-driven, actionable plan that you understand. Fountainhead Capital Management is an SEC Registered Investment Advisory Firm.