Joseph F. Bert

Joe Bert

CFP®, AIF®
Phone: (407) 869-9800
Fax: (407) 869-9700
Toll Free: (800) 393-9900
E-mail: Joe@FinancialGroup.com

Joseph F. Bert, CFP®, AIF®, the Founder of Certified Financial Group, Inc., has been in the financial planning profession since 1976. He is also President of Certified Advisory Corp. Joe is a Certified Financial PlannerTM professional and a member of the Financial Planning Association where he served as its President and Chairman.

As a graduate of the Accredited Investment Fiduciary™ program, Joe is specially trained in investment fiduciary responsibility and portfolio management. He is an investment advisor representative of Certified Advisory Corp, a Registered Investment Advisor with the Securities and Exchange Commission*, and has served as an adjunct faculty member for the College for Financial Planning headquartered in Denver, CO. 

In addition, Joe can be heard every Saturday on FM 96.5 News/Talk WDBO radio at 9:00 a.m. hosting On the Money.  As an experienced and knowledgeable financial planning practitioner, he has affectionately been referred to as the “Oracle of Orlando®” by his weekly listeners and currently appears regularly on the FOX affiliate in Orlando, Fox 35 WOFL.  In addition to hosting the nationally syndicated TV program, The American Investor, he has appeared on Hour Magazine with Gary Collins as well as regular appearances on the CBS affiliate in Tampa, Channel 13, and the ABC and NBC affiliates in Orlando, Channels 9 and 2. Joe's bi-weekly column has appeared in the Orlando Business Journal. He has been quoted in Orlando Magazine, the Orlando Business Journal, and The Wall Street Journal.

He was bestowed the Papal Order of Knight of St. Gregory the Great by the Vatican in 2008 in recognition for his service to the Church and the community.  Joe is also a board member for the Orlando Philharmonic Orchestra.

Joe is married with three children and seven grandchildren.  He has also been an active member in the Central Florida community since 1975. 

Joe also holds a Life and Health Insurance license with the State of Florida. 

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*SEC registration does not constitute an endorsement of the firm.

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