Certified Financial Group Inc.: Where Decades of Expertise Meet Unwavering Trust
Certified Financial Group Inc. (CFG) has built a legacy rooted in expertise, which earned them a prestigious recognition this year: the 2024 Best of Florida Award. This accolade reflects the deep connections CFG has fostered with its community over its nearly 50-year existence.
Tracing its roots back to 1976, CFG has grown from a modest financial advisory firm into one of the largest independent financial planning firms in the area. Guided by a team of 17 CERTIFIED FINANCIAL PLANNER® professionals with nearly 400 years of combined experience, CFG has become a trusted name in financial planning, helping their clients to and through retirement.
The Best of Florida Awards, hosted by GuidetoFlorida.com, celebrate businesses and organizations that excel in serving their communities. What makes these awards particularly special is that the winners are chosen by the people—those who have directly experienced the quality and care these businesses provide. For CFG, this award is a powerful reminder of why they serve the Central Florida community and beyond. CFG wouldn’t be where they are today if it weren’t for their amazing clients.
“It’s an honor to be recognized by our clients and the broader community,” shares Joe Bert, CFP®, AIF®, founder and CEO of CFG. “Our mission has always been to provide knowledgeable and ethical financial guidance, and this award reinforces that we’re on the right path.”
CFG’s success is anchored in their commitment to their clients. Their CERTIFIED FINANCIAL PLANNER® professionals act as partners in their clients' financial journeys, offering expertise in investment planning, retirement planning, estate planning, and more. What sets CFG apart is its independence and fiduciary status; it operates under a strict code of ethics, allowing it to offer unbiased advice that serves its clients' best interests.
The firm’s philosophy is simple: focus on the client. This principle has guided CFG from its early days in Central Florida. By adhering to a formal code of ethics and exceeding continuing education requirements, CFG’s advisors aim to deliver advice that is both thorough, current, and relevant to each client’s personal situation.
Receiving the 2024 Best of Florida Award is not just an accolade for CFG; it reflects the enduring values they have cultivated over nearly five decades. As CFG continues to expand and adapt to the ever-evolving financial landscape, its commitment to helping clients achieve their financial goals remains as strong as ever.
CFG’s story is a powerful reminder that true success is built on trust, expertise, and a commitment to doing what’s right. As they celebrate this latest achievement, they look forward to continuing to serve their clients as they help them with Planning Tomorrow…Today!®
Contact: 407-869-9800
1111 Douglas Ave, Altamonte Springs, FL 37214
www.financialgroup.com
Disclosures: Financial planning and investment management offered for a fee through Certified Advisory Corp, a registered investment advisor. Certified Financial Planner Board of Standards Inc. owns the certification mark Certified Financial Planner® and CFP®. Best of Florida is a reader-voted poll highlighting the best in Florida in a variety of categories. CFG was voted one of the 2024 Best in Florida in the Financial Advisors category and did not pay to participate in this poll. Neither rankings and/or recognition by unaffiliated rating services and/or publications, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if CFG, is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. No ranking should be construed as a current or past endorsement of CFG, by any of its clients.
