Nationwide Financial Planners

National Coverage

Local Professionals

Featured Business Financial Advisor in Altamonte Springs, FL
Altamonte Springs Financial Advisors
Certified Financial Group, Inc.
1111 Douglas Ave.
Altamonte Springs, FL 32714
(407) 869-9800
“Planning Tomorrow... Today!”
Advisor Profile
Joseph Bert, CFP
Name:  Joseph Bert, CFP
Phone Number:  (407) 869-9800
Website:  Visit Website

About Certified Financial Group, Inc.

Providing fee-based investment advice through our SEC-registered investment advisory firm, CFG has grown to be the largest independent firm in Central Florida having 10 Certified Financial Planner professionals under one roof. Listen to us on 96.5 FM, WDBO Radio every Saturday morning at 9 and come experience The Certified Difference!
 

General Information

I work with the following types of clients:    Non-Profit Organizations, Businesses, Individual Investors
Work Experience:    Financial planning and asset management on a fee basis serving in a fiduciary capacity.
States Licensed in:    FL, GA, NC, OH
CRD#:    827053
Number of Years with Current Firm:    30+
Years of Experience in Financial Services:    30+
States Willing to do Business in:    FL
Name of Custodial Firm:    Fidelity, Charles Schwab
Gender:    Male
 

Services

I can meet clients in the following ways:    Via email, Via phone, At your office, At my office
Investment Types:    Insurance, Annuities, Socially Responsible Investments (SRI), Exchange Traded Funds (ETFs), Alternative Investments, Bonds, Mutual Funds, Stocks
 

Qualifications & Memberships

Securities Licenses:    Series 63
Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Accredited Investment Fiduciary® (AIF)
Financial Organization Memberships:    Financial Planning Association (FPA)
 

Compliance

Criminal Disclosures in Last 5 years:    I have a clean record
Compliance Disclosures in Last 5 years:    I have a clean record
I am an acknowledged fiduciary:    Yes
Investment Advisor Representative:    Yes
Registered Investment Advisor:    Yes
 

Compensation and Fees

Compensation Methods:    Based on Assets, Flat Fee, Hourly
Fee Structure:    Fee Only
Minimum Portfolio Size for New Managed Accounts:    $250,000
 
 
 

This website provides information related to the subjects covered. Before making any financial or legal decisions, a professional should be consulted.