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.
"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 FM 96.5 News/Talk WDBO radio.
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.