Aaron Bert, CFP®, AIF®, CAP®
Aaron J. Bert, CFP®, AIF® has been in the financial planning profession since 2008. He is a Certified Financial Planner® professional and a graduate of the Accredited Investment Fiduciary® (AIF®) program. Aaron is a Chartered Advisor in Philanthropy® (CAP®) and is specially trained in investment fiduciary responsibility, portfolio management, and charitable planning. He is President of both Certified Financial Group and Certified Insurance Corp. Aaron is also an Investment Advisory Representative of Certified Advisory Corp, a Registered Investment Advisor. He is also a Registered Representative with Fortune Financial Services, Member FINRA SIPC. Fortune Financial Services, Inc. offers Securities and Certified Advisory Corp offers Financial Planning and Investment Management. Certified Advisory Corp, and Fortune Financial Services are separate entities and not affiliated.
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 also holds a Life and Health Insurance and Variable Annuities license with the State of Florida.
Aaron is a member of the Planned Giving Advisory Council for The Catholic Foundation of Central Florida. He is married and has three children and two dogs.
