Joseph Bert, CFP
Certified Financial Group, Inc.

Tel: (407) 869-9800
1111 Douglas Ave.
Altamonte Springs, FL 32714

Planning Tomorrow... Today!

Certified Financial Group, Inc. | Financial Advisor in Altamonte Springs ,FL


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

Firm Start Year:   1976
No.of Employees:   20-49
Name of Custodial Firm:   Fidelity, Charles Schwab
States Licensed in:   FL, GA, NC, OH
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

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 and 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


Board Positions

Organization:  Orlando Philharmonic Orchestra  Orlando, FL
Position :  Member
Duration :  2012-Currently holding

Organization:  International Association of Financial Planners  Orlando, FL
Position :  Chairman
Duration :  1982-1986

Organization:  Diocese of Orlando Finance Committee  Orlando, FL
Position :  Chairman
Duration :  2008-2013



Faqs

  • Do you have a customer satisfaction or refund policy? The initial consultation is complimentary. We sit down, talk about your situation, and determine if we are a good fit for you. The only thing it will cost you is an hour of your time.
  • What are your qualifications? What is your education background? I have been a CERTIFIED FINANCIAL PLANNER? practitioner since 1980. As a graduate of the Accredited Investment Fiduciary? program, I am specially trained in investment fiduciary responsibility and portfolio management.
  • What is your approach to financial planning? I believe that the end result of the process should provide peace of mind. Unfortunately, most people are too busy with the daily tasks of living that they never focus on the big picture which is "How do I preserve what I have yet make it grow to provide for me and my family in my later years." Financial planning done right answers those questions.
  • What services do you offer? Financial Planning, Investment Management, 401k Plan Design and Administration
  • How many clients do you currently manage? 250
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Joseph Bert, CFP

Joseph Bert, CFP

AIF, CERTIFIED FINANCIAL PLANNER™ Certificant

Communities Served

FL

Office Hours

wiseradvisor-balck-li-img Mon. 8:30 AM - 5:30 PM
wiseradvisor-balck-li-img Tue. 8:30 AM - 5:30 PM
wiseradvisor-balck-li-img Wed. 8:30 AM - 5:30 PM
wiseradvisor-balck-li-img Thu. 8:30 AM - 5:30 PM
wiseradvisor-balck-li-img Fri. 8:30 AM - 5:30 PM

Compensation Arrangements

Check Money Order