At Certified Financial Group, our goal is to guide you through life’s journey, toward financial peace of mind. Our team is dedicated to that goal, and each of our CERTIFIED FINANCIAL PLANNER™ professionals is experienced, knowledgeable and focused on you.

Let us help you with retirement planning, financial planning,  investment planning, social security planning and more. Click here to learn more about our services and our philosophy.

Learn About the Firm
CEFEX Orlando, FL

Brokers work for their firms.
We work for you.


CFP® Designation
Each of our planners meets
rigorous certification requirements.

About CFP®

Our planners commit to ongoing
education requirements.

About AIF®
CFP™ Professionals
Combined Years Experience
Happy Customers

Our CFP Professionals

Our CERTIFIED FINANCIAL PLANNER™ professionals have a combined experience of more than 250 years with knowledge in all facets of financial planning including risk management, tax, retirement, investment and estate planning.

All planners are active members of the Financial Planning Association and ascribe to a formal code of ethics and continuing education requirements as required for all CERTIFIED FINANCIAL  PLANNER™ professionals.

Meet All Of Our Planners

How We’re Different

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