THE FACES OF
WEALTH MANAGEMENT
Joseph Bert, CFP®, Chairman & CEO | Aaron Bert, CFP®, President
With a history spanning nearly 50 years and $2.5 billion of assets under management, Certified Financial Group* (CFG) stands as one of Central Florida’s largest independent financial planning and wealth management firms, serving clients in 28 states. It’s perhaps Orlando’s best-kept secret. Dedicated to guiding clients to and through retirement, its team includes 17 CERTIFIED FINANCIAL PLANNER® professionals and Accredited Investment Fiduciaries who provide financial planning and investment advice for a fee. Additionally, CFG offers a service-focused alternative to traditional retirement (401K) plans offered by payroll providers.
Their commitment to excellence is further underscored by the rare CEFEX certification for fiduciary excellence, a distinction held by only 1% of firms in the country (CEFEX.org). CFG has also been honored on the “Best List” by Orlando and Financial Advisor magazines for two consecutive years. It recently earned the #1 spot for Best of Financial Advisor/Wealth Management, and #3 for Local Podcast for its radio show, On the Money!
Beyond financial services, they are community pillars, supporting institutions like Arnold Palmer Children’s Hospital, the Orlando Philharmonic, and Tunnel to Towers. Their community dedication is a cornerstone of their ethos. Distinguishing themselves further, CFG values personal interaction, with real people answering calls instead of automated attendants! Certified Financial Group – Planning Tomorrow…Today!®
LOCATION & CONTACT INFORMATION
1111 Douglas Avenue, Altamonte Springs, FL 32714 | 407-869-9800 | Plan@FinancialGroup.com | FinancialGroup.com
*Financial Planning and Investment Management is offered for a fee through Certified Advisory Corp, a Registered Investment Advisor. CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S. Best of Orlando is a reader voted poll highlighting the best in Central Florida in a variety of categories. CFG did not pay to participate in this poll. Neither rankings and/or recognition by unaffiliated rating services and/or publications, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that they will experience a certain level of results if CFG is engaged, or continues to be engaged, to provide investment advisory services. Rankings are generally limited to participating advisers. No ranking should be construed as a current or past endorsement of CFG, by any of its clients.