Aaron J. Bert, CFP®, AIF®

Aaron Bert

Aaron J. Bert, CFP®, AIF® has been in the financial planning profession since 2008.  He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and a graduate of the Accredited Investment Fiduciary® (AIF®) program.  Aaron is specially trained in investment fiduciary responsibility and portfolio management.

Aaron is an Investment Advisory Representative of Certified Advisory Corp, a Registered Investment Advisor.  He is also a Registered Representative and the Financial Operations Principal (FINOP) of Maitland Securities, Inc. and TransAm Securities, Inc.

A native of Central Florida, Aaron earned a Master of Business Administration (MBA) from the Eller College of Management at the University of Arizona in addition to a Bachelor’s of Science in Management from the United States Air Force Academy.  He completed the CERTIFIED FINANCIAL PLANNER™ professional education program at the College for Financial Planning in Denver, Colorado in addition to the Financial Planning Association (FPA) Residency program at the University of California, Irvine.  Aaron is a past board member of the FPA of Central Florida.

Prior to joining the Certified Financial Group, Aaron worked as a Superintendent for Turner Construction Company in Orlando.  He also served as a Captain in the United States Air Force’s Medical Service Corp working as a Group Practice Manager for the Primary Care Clinics of the 6th Medical Group at MacDill Air Force Base, Florida.

Aaron’s professional licenses and registrations include a Series 6, 7, 24, and 28 with Financial Industry Regulatory Authority (FINRA).

He is married and has three children.