Certified Advisory Corp of CFG Debuts
on the CNBC Top100 List!
For the fourth year in a row, CNBC unveiled its ranking of the top 100 financial advisory firms in the U.S. We are honored to announce that Certified Advisory Corp of Certified Financial Group has been included!
The CNBC FA 100 recognizes those advisory firms that best help clients navigate their financial lives.
CNBC enlisted data provider AccuPoint Solutions to assist with the ranking of registered investment advisors for this year’s FA 100 list.
The methodology consisted of first analyzing a variety of core data points from AccuPoint Solutions’ proprietary database of registered investment advisors. This analysis started with an initial list of 39,818 RIA firms from the Securities and Exchange Commission regulatory database. Through a process, the list was eventually cut to 904 RIAs, with those firms meeting CNBC’s proprietary criteria.
Full article about CNBC Top 100 here: https://www.cnbc.com/2022/10/04/heres-how-we-determine-the-fa-100-ranking-for-2022.html
The Certified Difference! ®
Working as an independent firm, our Certified Financial Planner® professionals are experienced, knowledgeable and focused on you. That’s The Certified Difference!®
Experienced.
CFG’s roots date back to its start in Central Florida in 1976. Through its affiliated Registered Investment Advisor, Certified Advisory Corp, our professionals have delivered financial planning services to countless families across the country. We are one of the oldest and largest independent financial planning firms in the area, and our CFP® professionals have nearly 400 years of combined experience.
Knowledgeable.
Our CFP® professionals are trained in all areas of financial planning. We adhere to a formal code of ethics and continuing education requirements that far exceed the average financial professional, allowing us to provide the most comprehensive and up-to-date advice. Almost anyone can call themselves a financial planner, but only those who have fulfilled the rigorous certification and renewal requirements of the Certified Financial Planner Board of Standards, Inc. can use the CFP® designation.
Focused On you.
When it comes to managing your money, there’s a world of difference between a stockbroker and an investment advisory representative. One works for the firm. The other works for you. An investment advisory representative must serve as a fiduciary.
Fiduciary Pledge
The investment advisory representative (advisor) of Certified Advisory Corp shall exercise his/her best efforts to act in good faith and in the best interests of the client.
The advisor shall provide written disclosure to the client prior to the engagement of the advisor, and thereafter throughout the term of the engagement, of any conflicts of interest, which will or reasonably may compromise the impartiality or independence of the advisor.
Certified Advisory Corp does not receive any compensation or other remuneration that is contingent on any client’s purchase or sale of a financial product.
Following the Fiduciary Pledge means that Certified Advisory Corp will:
- Not accept any referral fees or compensation contingent upon the purchase or sale of a financial product.
- Always act in good faith and with candor.
- Be proactive in disclosing any conflicts of interest that may impact a client.
Certifications & Designations
CEFEX Certification
Awarded to firms that meet the highest standards of fiduciary excellence in their investment management, governance and operational processes, a distinction held by fewer than 1% of advisors nationally.
The CEFEX certification audit is based on the standard described in the document: “Prudent Practices for Investment Advisors” published by fi360, Inc. Use this link to view a copy of Certified Advisory Corp’s online CEFEX certificate.
