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Joseph Bert, CFP®, AIF®

Planning Tomorrow... Today | Your Central Florida Fiduciaries

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Certified Financial Group Joseph Bert, CFP®, AIF®
,

Serving Clients Nationwide

Planning Tomorrow... Today | Your Central Florida Fiduciaries

(407) 869-9800

Website

Areas of Focus

  • Retirement Planning
  • Social Security Optimization
  • Estate Planning
  • Investment Management
  • Insurance
  • Long-Term Care
  • Education Funding
  • Employee Benefits

About Joseph Bert, CFP®, AIF®

Hi, I'm Joseph Bert. I'm the Chairman and CEO of Certified Financial Group. As a fellow Boomer, I know the juggling act you’re doing: supporting your kids, helping with college and weddings, worrying about aging parents, building your career, and still trying to grow that nest egg for your own retirement. It’s a lot. I’ve walked alongside hundreds of families through those same seasons, and I’m confident I can help you, too. I started in financial planning in 1976 and later founded Certified Financial Group®, Inc., where I serve as the Chairman and CEO. Over the years, I've earned my CFP® certification and completed the Accredited Investment Fiduciary® program training that sharpened how I approach fiduciary responsibility and portfolio management. I've been active in the Financial Planning Association, including serving as President and Chairman of the Orlando Chapter, and I've taught as adjunct faculty for the College for Financial Planning in Denver. Many folks in Central Florida know me from Saturday mornings at 9:00 a.m. on 107.3FM & 580AM WDBO, where I host On the Money! radio show. Listeners generously nicknamed me the Oracle of Orlando® and I've also been a regular guest on Fox 35 WOFL. I've hosted the nationally syndicated TV program The American Investor, appeared on Hour Magazine with Gary Collins, and contributed to local affiliates on Channels 2, 9, and 13. My columns have run in the Orlando Business Journal, and I've been quoted in Orlando Magazine, the Orlando Business Journal, and The Wall Street Journal. In 2008, I was honored by the Vatican with the Papal Order of Knight of St. Gregory the Great for my work in the Church and community. I'm also a board member emeritus of the Orlando Philharmonic Orchestra. Central Florida has been home since 1975. My wife and I raised three children here, and we're now blessed with seven grandchildren. After five decades in this profession, I still love what I do: helping families make smart decisions with their money so they can enjoy the life they've worked so hard to build.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER ®
  • Accredited Investment Fiduciary (AIF)

Affiliations

  • Financial Planning Association

Primary Location

1111 Douglas Ave, Altamonte Springs, FL 32714

Video

https://vimeo.com/1121195128?fl=pl&fe=sh

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Percentage of Assets Managed

What to expect in the first meeting

During your first, no-obligation visit, we'll talk about your financial goals and priorities, and I'll explain what it means to work with a CFP® professional. Once you decide to move forward, I'll work with you to create a customized financial plan designed specifically for you, and help you put that plan into action. It's never too late to start, and with CFG you're never alone. I look forward to helping you find a path toward financial peace of mind.

Offers Investment Management

Yes

About Certified Financial Group

Certified Financial Group’s roots date back to its start in Central Florida in 1976, and the professionals of CFG have delivered financial planning services to countless families across the country. We are one of the oldest and largest independent financial planning firms in the area. Our Services Our CERTIFIED FINANCIAL PLANNER™ professionals are trained in all areas of financial planning, including retirement planning, investment planning, Social Security planning, estate planning, and 401(k) services. Our Retirement Planning process is designed to give clients a clear picture of where they stand financially, and our Social Security Planning helps couples decide when and how to elect benefits. Through our affiliated Certified Benefits Corp, we also design and manage retirement plans for corporations, not-for-profits, and government entities. Why Work With Us We adhere to a formal code of ethics and continuing education requirements that exceed those of the average financial professional. We are obligated to act as fiduciaries, serving our clients rather than a brokerage firm. Our commitment to this standard has been recognized through CEFEX certification for fiduciary excellence, a distinction held by fewer than 1% of advisory firms in the USA. Who We Serve We work with individuals and families across multiple generations, with particular focus on those approaching or already living in retirement. Clients appreciate that their personal finance and legal affairs can be coordinated and handled by professionals at the same location.

Education

The Ohio State University, Bachelor's Degree, International Business

Hobbies and Interests

  • Family
  • Church
  • Volunteering

SEC Lookup

View Disclosure

Who We Serve

  • Baby Boomers
  • Corporate Executives
  • Dual Income Family
  • Gen X
  • Intergenerational Families
  • Living in Retirement
  • Business Owners
  • Entrepreneurs
  • Families

Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.