Joseph F Bert

Address:1111 Douglas Avenue Altamonte Springs, Florida 32714 Phone: (407) 869-9800 E:mail: Joe@FinancialGroup


Joseph F. Bert, who has been in the financial planning profession since 1975, is a CERTIFIED FINANCIAL PLANNER TM practitioner and a member of the Financial Planning Association. As a graduate of the ACCREDITED INVESTMENT FIDUCIARY ™ program, Mr. Bert is specially trained in investment fiduciary responsibility and portfolio management. He is an advisory affiliate of Certified Advisory Corp (a Registered Investment Advisor with the Securities and Exchange Commission) and is a registered representative of TransAm Securities, Inc. (a registered Broker Dealer with the National Association of Securities Dealers). In addition, Mr. Bert has served as an adjunct faculty member for the College for Financial Planning based in Denver, Colorado and was included in Who’s Who in Financial Planning.

An acknowledged authority in the field of financial planning, Mr. Bert can be heard every Saturday on 580 WDBO AM at 9:00 a.m. He has hosted the nationally syndicated TV program, "The American Investor", has appeared on Hour Magazine with Gary Collins, and has appeared regularly on the CBS affiliate in Tampa (Channel 13) and the ABC and NBC affiliates in Orlando (Channels 9 and 2). Mr. Bert’s bi-weekly column has appeared in the Orlando Business Journal. He has also been quoted in Orlando Magazine, the Orlando Business Journal, and the Wall Street Journal.
Mr. Bert is Chairman of the Board for Certified Financial Group, Inc. which is a diversified financial services firm located in Altamonte Springs, Florida (a suburb of Orlando). Certified Financial Group, Inc., through its affiliated companies, engages in the organization, distribution, and management of various investment programs and provides financial planning and other financial and investment services, including IRA’s, SEPs, SIMPLE, and 401K Plans.

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