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.
CEFEX CERTIFIED!
Brokers work for their firms.
We work for you.
CFP® Designation
Each of our planners meets
rigorous certification requirements.
AIF® DESIGNATION
Our planners commit to ongoing
education requirements.
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[universal_fun universal_fun_text=”Combined Years Experience” universal_fun_count=”300″ universal_fun_count_increment=”5″ white=”1″]
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Our CFP Professionals
Our CERTIFIED FINANCIAL PLANNER™ professionals have a combined experience of more than 400 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.
How We’re Different
As Seen In
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