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Joseph Bert, CFP(R), AIF(R)
Certified Financial Group, Inc.
Altamonte Springs, FL - Central Florida
Comprehensive financial planning - Contact Joseph
- Specialties
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- 401(k) rollovers, annuities, asset allocation (investment planning), comprehensive financial planning, employee benefits, estate planning, investment and asset management, life planning, retirement income planning, retirement planning and small business retirement plans
- Privacy Policy
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- Your information is confidential and will not be shared with anyone. Read more
- Neither your contact information nor your financial information will be shared with anyone else, including individuals affiliated with the advisors, as well as any organizations associated with the advisor. Your information will neither be sold nor rented. You can opt out of educational emails at any time.
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About Joseph Bert
Joseph Bert is a fee-based financial advisor registered as an advisor affiliate of Certifed Advisory Corp, an SEC Registered Investment Advisor.
Joseph provides clients with a personalized, needs-based financial plan that is built around their personal circumstances, goals and dreams. Joseph's primary goal is to understand the specific situation and needs of each client and then create a plan that will help guide Joseph's clients towards their financial goals.
Joseph F. Bert, CFP®, AIF®, Chairman of the Board for Certified Financial Group, Inc., has been in the financial planning profession since 1975. He is a CERTIFIED FINANCIAL PLANNER? practitioner and a member of the Financial Planning Association. As a graduate of the Accredited Investment Fiduciary? program, Mr. Bert is specially trained in investment fiduciary responsibility and portfolio management. He is an investment adviser representative of Certified Advisory Corp, a Registered Investment Advisor with the Securities and Exchange Commission, and has served as an adjunct faculty member for the College for Financial Planning. He is also a registered representative of TransAm Securities, Inc.
In addition, Mr. Bert is also included in Who's Who in Financial Planning. An acknowledged authority in the field of financial planning, Mr. Bert can be heard every Saturday on WDBO 580 AM at 9:00 a.m. hosting On the Money. He has also hosted the nationally syndicated TV program, The American Investor, and has appeared on Hour Magazine with Gary Collins. He has also appeared regularly on the CBS affiliate in Tampa, Channel 13, and the ABC and NBC affiliates in Orlando, Channels 9 and 2. Mr. Bert's bi-weekly column has appeared in the Orlando Business Journal. He has been quoted in Orlando Magazine, the Orlando Business Journal, and the Wall Street Journal.
The needs and interests of Joseph's clients will always come first. In addition, three things that are very important to Joseph with regards to financial planning are advising folks at or near retirement, independent fee-based advice, thirty plus years experience.
Websites
Related Terms: Advising folks at or near retirement, Independent fee-based advice, Thirty plus years experience
Certified Financial Group, Inc.
1111 Douglas Ave
Altamonte Springs, FL 32714
(407) 869-9800
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