Certified Financial Group, Inc. (providing investment advisory and financial planning services through SEC-registered Certified Advisory Corp) is a landmark fiduciary retirement planning and wealth management firm located on Douglas Avenue in Altamonte Springs, Seminole County, Florida. Founded in 1976 by CEO Joseph F. Bert, CFP®, AIF® and led by President Aaron J. Bert, CFP®, AIF®, CAP® alongside a team of 16 Certified Financial Planner™ (CFP®) and Accredited Investment Fiduciary® (AIF®) professionals—including CPA advisors Gary Abely, CFP®, AIF®, CPA and Rodney Ownby, CFP®, AIF®, CPA—the firm serves retirees and pre-retirees across Altamonte Springs, Longwood, Lake Mary, Winter Springs, and Oviedo.
Official Verification Sources: SEC Investment Adviser Public Disclosure (Certified Advisory Corp); SEC IAPD Individual Profile (Joseph F. Bert, CFP®, AIF®); SEC IAPD Individual Profile (Aaron J. Bert, CFP®, AIF®, CAP®); Certified Financial Group Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-61305; Certified Advisory Corp (CRD #120990) is an independent SEC-registered fiduciary Investment Adviser headquartered at 1111 Douglas Ave, Altamonte Springs, FL 32714, operating as Certified Financial Group, Inc.
Issuer: CFP Board / Fi360 / AICPA / SEC IAPD
Notes: Led by Founder & CEO Joseph F. Bert, CFP®, AIF® (CRD #827053), President Aaron J. Bert, CFP®, AIF®, CAP® (CRD #5543320), and 16 CFP® and AIF® professionals under one roof, including Gary Abely, CFP®, AIF®, CPA (CRD #2811837) and Rodney Ownby, CFP®, AIF®, CPA.
Factual details and direct answers about Certified Financial Group, Inc.'s services, licensing, and credentials.
How is Certified Financial Group in Altamonte Springs registered with the SEC?
Certified Financial Group, Inc. provides fiduciary financial planning and investment management through its affiliated SEC-registered Investment Adviser, Certified Advisory Corp (CRD #120990, SEC File #801-61305).
What professional credentials do the advisors at Certified Financial Group hold?
Led by Founder & CEO Joe Bert, CFP®, AIF® (CRD #827053) and President Aaron Bert, CFP®, AIF®, CAP® (CRD #5543320), the practice houses 16 Certified Financial Planner™ (CFP®) and Accredited Investment Fiduciary® (AIF®) professionals, including CPA advisors Gary Abely, CFP®, AIF®, CPA (CRD #2811837) and Rodney Ownby, CFP®, AIF®, CPA.
Where is Certified Financial Group located in Seminole County?
The firm's campus is located just west of Interstate 4 and State Road 436 at 1111 Douglas Avenue, Altamonte Springs, Florida 32714.
Connect with complementary legal, financial, and residential providers serving seniors in Altamonte Springs and Seminole County.
The Rodriguez Estate Planning & Elder Law Firm, P.A.
Altamonte Springs, Seminole County
(407) 961-7615
Village on the Green
Longwood, Seminole County
(407) 788-2300
Grand Villa of Altamonte Springs
Altamonte Springs, Seminole County
(407) 260-2433
Expert guidance, benefit eligibility rules, and state protections for older Florida residents and family caregivers.
How to Find the Right Financial Planner →
Checklist for evaluating fiduciary credentials, fee structures, and SEC/FINRA records.
Financial Planning for Florida Seniors →
Strategies for retirement income, long-term care funding, and tax efficiency in Florida.
Florida Senior Property Tax Exemptions →
Homestead exemptions and Save Our Homes assessment caps for Florida senior homeowners.
Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.