Joseph Bert, CFP®, AIF®
As a fellow Boomer, I understand there are many responsibilities and challenges you face on a daily basis; supporting your children, paying for college and weddings, worrying about aging parents and balancing careers. All while trying to add to your nest egg and planning for your own retirement. I know that doing all of this can become daunting and even a bit overwhelming. I’ve helped hundreds of people like you over the years, and I’m sure I can help you as well!
Joseph F. Bert, CFP®, AIF®, the Founder of Certified Financial Group, Inc., has been in the financial planning profession since 1976. He is also CEO of Certified Advisory Corp, a Registered Investment Advisor. Joe is a Certified Financial Planner™ professional and a member of the Financial Planning Association where he served as the Orlando Chapter’s President and Chairman. As a graduate of the Accredited Investment Fiduciary® (AIF®) program, Joe is specially trained in investment fiduciary responsibility and portfolio management. He is an Investment Advisory Representative of Certified Advisory Corp and has served as an adjunct faculty member for the College for Financial Planning headquartered in Denver, Colorado.
In addition, Joe can be heard every Saturday on 107.3FM & 580AM WDBO radio at 9:00 a.m. hosting On the Money. As an experienced and knowledgeable financial planning professional, 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 emeritus 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.
Latest media appearances of our Certified Financial Planner™ Professionals: