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Joseph Bert, CFP

Certified Financial Group, Inc.

1111 Douglas Ave.

Altamonte Springs, FL 32714
(407) 8699800

Planning Tomorrow... Today!®

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

CRD#

827053

Name of Custodial Firm

Fidelity, Charles Schwab

States Licensed in

FL, GA, NC, OH

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, 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

Compliance

Registered Investment Advisor

Yes

Registered Representative

No

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

Qualifications & Membership

Certifications, Accreditations & Designations

CERTIFIED FINANCIAL PLANNER™ Certificant, Accredited Investment Fiduciary® (AIF)

Securities Licenses

Series 63

Financial Organization Memberships

Financial Planning Association (FPA)

Compensation and Fees

Fee Structure

Fee Only

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Flat Fee