Altamonte Springs, Florida, United States
"To know what to do is wisdom. To know how to do it is skill. To know when to do it is judgment. To combine them all with service is our mission." Mr. Bert offers Financial Planning and Asset Management through Certified Advisory Corp. This allows him to prioritize and address your needs without being influenced by house products or commissions. The process works in the following phases: - A Complimentary Consultation. Because financial needs and concerns vary from one family to the next, Mr. Bert will conduct a personal interview to determine the time required to develop a customized plan for you and your family. There is no charge for this initial meeting. - Your Assessment. At this meeting, you will be able to assess Mr. Bert's capabilities, get questions answered and make an informed decision about beginning a long-term professional relationship. - Plan Implementation. Should you decide to proceed, your financial plan will be prepared by Mr. Bert. It's a hands-on approach from start to finish and will help ensure that your plan is relevant to your unique needs, concerns and aspirations. Whether your aim is to create a college fund for your children or grandchildren, reduce your taxes, plan for or maintain your retirement lifestyle, Mr. Bert, as a CERTIFIED FINANCIAL PLANNER™ professional, is prepared to help you. This website is for informational purposes only and is not a solicitation to buy or sell any investments and/or strategies mentioned. All material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact us directly or consult another qualified professional. Third-party posts found here may not reflect the views of Certified Financial Group and have not been reviewed by the Firm as to accuracy or completeness. By accessing any links on this website, you will be connected to third party websites. Please note that Certified Financial Group is not responsible for the information, content or product(s) found on third party web sites. Any testimonials or recommendations on this page may not be representative of the experiences of other clients, and they are not indicative of future performance or success.
Joseph F. Bert, CFP®, AIF®, is the founder of Certified Financial Group, Inc., and has been in the financial planning profession since 1976. He is also President of Certified Advisory Corp. Joe is a Certified Financial PlannerTM practitioner and a member of the Financial Planning Association where he served as its President and Chairman. As a graduate of the Accredited Investment Fiduciary™ program, Joe is specially trained in investment fiduciary responsibility and portfolio management. He is an investment advisor 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 headquartered in Denver, CO. In addition, Joe can be heard every Saturday on WDBO 580 AM at 9:00 a.m. hosting On the Money. As an experienced and knowledgeable financial planning practitioner, he has affectionately been referred to as the “Oracle of Orlando®” by his weekly listeners and currently appears regularly on the FOX affiliate in Orlando, Fox 35 WOFL. In addition to hosting the nationally syndicated TV program, The American Investor, he has appeared on Hour Magazine with Gary Collins as well as regular appearances on the CBS affiliate in Tampa, Channel 13, and the ABC and NBC affiliates in Orlando, Channels 9 and 2. Joe'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. He was bestowed the Papal Order of Knight of St. Gregory the Great by the Vatican in 2008 in recognition for his service to the Church and the community. Joe is married with three children and seven grandchildren. He has also been an active member in the Central Florida community since 1975.