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Meet the Planners

Meet the Planners

Since 1976, Certified Financial Group has grown to become one of Central Florida's largest independent financial planning firms.

Providing fee-based financial planning and investment management, our CERTIFIED FINANCIAL PLANNER™ professionals operate under a fiduciary standard. This approach allows for objectivity and avoids a “one size fits all” product solution.

Learn more about our Financial Planners.

View our two minute video to find out why we are different.

“On the Money”

On the Money

Hosting "On The Money", one of Central Florida's most listened to financial call-in radio programs, our CERTIFIED FINANCIAL PLANNER™ professionals answer your financial questions. Tune in Saturdays at News 96.5.

Listen to the latest "On the Money" programs here.

Maximize Social Security

Maximizing Social Security

Did you know that there are more than a dozen ways to claim your benefits and the difference from one to another can be hundreds of thousands of dollars?

Maximizing benefits requires benefit coordination beyond the scope of the social security administration and that is how we can help.

Download a free brochure on how to get the most out of Social Security.

You can also click here to find out how to not leave your money on the table.




Media appearances should not be construed as endorsements by company