Faces of ORL: Wealth Management
Meet Joseph Bert, CFP®, Chairman & CEO and Aaron Bert, CFP®, President
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 $2.2 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 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.
Recognized as one of CNBC’s Top 100 Advisory Firms nationally, it’s the sole representative from Central Florida. 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. Beyond financial services, they’re 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!®
CONTACT INFORMATION:
1111 Douglas Avenue, Altamonte Springs, FL 32714 | 407-869-9800 | Plan@FinancialGroup.com FinancialGroup.com
