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 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.