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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

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

Services

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

Qualifications & Memberships

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

Compliance

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

Compensation & Fees

Fee Structure:    I am a Fee-Only financial professional
Minimum Portfolio Size for New Managed Accounts:    $250,000
Compensation Methods:    Hourly, Based on Assets, Flat Fee
 
 
 
Prepared By: Joseph Bert, CFP

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