Joseph Bert, CFP

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

Planning Tomorrow... Today!

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

Video


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!

30+ Years of Experience



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 , Non-Profit Organizations , Businesses


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


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 & Fees
Fee Structure:   I am a Fee-Only financial professional
Minimum Portfolio Size for New Managed Accounts:   $250,000
Compensation Methods:   Based on Assets , Hourly , 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
see more
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

News & Events


Certified Advisory Corp Meets Re-certification
When: 09/23/2017
Details:CEFEX File: CFX-10254 The Centre for Fiduciary Excellence (CEFEX) has conducted a fiduciary assessment of Certified Advisory Corporation (the "Advisor") to determine whether Advisor?s practices in providing investment advice to clients conform generally to the fiduciary standards of excellence (referred to as the Fiduciary Practices) as defined by the Prudent Practices for Investment Advisors (U.S. Edition) handbook as published by Fi360, Inc. (Fi360) (the Handbook).1 Compliance with applicable legal and ethical practices in providing investment advice to clients is the responsibility of the Advisor. In our opinion, based on the assessment referred to above, the Advisor conforms to all Practices and Criteria defined in the Handbook as of September 23, 2017 in the conduct of its investment advisory business generally and is entitled to receive a CEFEX Fiduciary Certificate of Registration, which shall be valid for a period of 12 months. CENTRE FOR FIDUCIARY EXCELLENCE Pittsburgh, PA and Toronto, Canada