Joseph F. Bert,  CFP<sup>&reg;</sup> - Financial Advisor

Joseph F. Bert, CFP®

AIF®

CEO

Certified Financial Group

1111 Douglas Ave
Altamonte Springs, FL 32714-5214
(800) 393-9900
(407) 869-9800

General

Joseph Bert is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Certified Financial Group in Altamonte Springs, FL and the surrounding communities.

Financial Advisor Experience

Certified Financial Planner professional with more than 40 years of experience. Also a Accredited Investment Fiduciary. The firm has been certified by CEFEX for fiduciary excellence, a distinction held by fewer than 1% of advisory firms in the USA.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Estate Planning, Employee Benefits, Mutual Funds, Insurance, Retirement, Long-term Care

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