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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

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

Services

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

Qualifications & Memberships

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

Compliance

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

Compensation and Fees

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

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