Phone: (407) 869-9800
Fax: (407) 869-9700
Toll Free: (800) 393-9900
Since 1997, Denise has dedicated herself to becoming a proficient and highly skilled Certified Financial Plannertm professional. She joined Certified Financial Group, Inc. in 2006.
Denise provides an extensive array of financial planning services, which include investment and risk management, as well as retirement, distribution, and survivor planning. She is an investment advisor representative of Certified Advisory Corp, which is an SEC Registered Investment Advisor*, and a registered representative of TransAm Securities, Inc.
She is a graduate of the Accredited Investment Fiduciary™ program and is specially trained in investment fiduciary responsibility and portfolio management.
Denise is past President and Chairman of the Board of Directors of the Financial Planning Association of Central Florida and remains a member of its national chapter. She has been selected as one of “America’s Top Financial Planners” in Guide to America’s Top Financial Planners as well as one of Orlando’s Five Star Wealth Managers. She is also listed in the Cambridge Who’s Who Registry of Executives and Professionals. In addition to being a co-host for the financial radio program “On the Money” on FM 96.5 News/Talk WDBO, her financial advice has been prominently featured in the Orlando Sentinel, WESH Channel 2 News, and Money Talks on “The Daily Buzz.”
Denise’s professional licenses and registrations also include: Life and Health Insurance and Variable Annuities license with the State of Florida and a Series 6, 7, and 66 with FINRA (Financial Industry Regulatory Authority).
A native of Clearwater, Florida, Denise earned her Bachelor of Science degree in Finance from the University of South Florida. She and her husband, Joe, have lived in the Orlando area since 2002.
*SEC registration does not constitute an endorsement of the firm.
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