Rodney Ownby, CFP^®, AIF^®, CPA

I’ve worked as a finance and accounting executive since 2004. I’m a CFP^® professional, an Accredited Investment Fiduciary^® designee, and a Certified Public Accountant. I serve as an Investment Advisory Representative of Certified Advisory Corp, a Registered Investment Advisor.

My work focuses on three areas. General financial planning for individuals and families, Investment Management, and ERISA 3(38) investment management for 401(k) and other employer retirement plans. The AIF^® designation training deepened my focus on fiduciary responsibility and portfolio management, and my accounting background keeps tax awareness front and center in every plan.

I graduated summa cum laude from the University of Central Florida with a B.S. in Accounting and later earned an MBA from UCF. I began my career at Arthur Andersen & Co., then spent many years in financial and analytical roles in private industry. Before joining Certified Financial Group^®, I served as Vice President of Finance for Enterprise Florida, Inc., and previously as Region Finance Director for a Fortune 500 company with operations in Central Florida. I completed the CFP^® professional education program through the College for Financial Planning in Denver, Colorado.

Away from work, I keep life active and family-centered. I enjoy traveling with my wife and our two children, playing basketball, and finding time for a ski day when we can make it happen.