Those Who Plan… Don’t Panic!

For more than forty years, Certified Financial Planner™ professionals at Certified Financial Group in Altamonte Springs, have been serving as fiduciaries when providing Financial Planning and Investment Management for a fee, through Certified Advisory Corp, a Registered Investment Advisor. We’ve seen it all – Black Monday in 1987, the dot com bust, 9/11, the Great Recession.  Through it all our clients have looked to us to be the steady hand in stormy weather.

If you don’t have a Certified Financial Planner™ professional or perhaps feel your current relationship is lacking, schedule your no-obligation phone call today!

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Our Financial Planning Resources

Choosing A
Planner

If you're looking for someone who will provide holistic financial advice, experts often suggest you work with a Certified Financial Planner™ professional. Those with a CFP® certification have met the standards required by the CFP Board, including completing the initial and ongoing education, examination, experience, and ethics requirement.

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Watch

Market Watch provides you with timely, helpful, financial information, business news, analysis, and stock market data. Weekly market updates keep you ahead of the game.

Our Certified Financial Planner™ Professionals

Our Certified Financial Planner™ professionals have combined experience of more than 400 years with knowledge in all facets of financial planning including risk management, tax, retirement, investment and estate planning.

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Want to take control of your financial future? Our FREE workshops cover everything from retirement planning to Social Security strategies.