Faces of ORL 2026: The Faces of Wealth Management

THE FACES OF WEALTH MANAGEMENT

Joseph Bert, CFP®, Chairman & CEO

Aaron Bert, CFP®, President

Certified Financial Group®, Inc

With a history spanning nearly 50 years and over $3 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 16 CERTIFIED FINANCIAL PLANNER® professionals and Accredited Investment Fiduciary® designees 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 2% of firms in the world (CEFEX.org), and one held by CFG now for an entire decade. CFG has also been honored on the “Best List” by Orlando Magazine for 4 consecutive years, placing in the Financial Advisors/Wealth Management category. 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!®

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.