Qualifications

  

 

 Procrastination is the thief of time.

 

The ten CERTIFIED FINANCIAL PLANNER™ practitioners listed below have a combined experience of more than two hundred years and have knowledge in all facets of financial planning including risk management, tax, retirement, investment and estate planning.

All planners are active members of the Financial Planning Association and ascribe to a formal code of ethics and continuing education requirements as required for all CERTIFIED FINANCIAL PLANNER™ practitioners.

Hosting Central Florida`s most listened to financial call in show, "On the Money", heard on AM 580 WDBO radio at 9 AM Saturdays, these practitioners are often quoted in the Wall Street Journal, Money Magazine, Orlando Sentinel and Orlando Magazine.
 
  • Joseph F. Bert, CFP®, AIF®
  • Beverly A. Finley, CFP®, AIF®
  • Denise Kovach, CFP®,  AIF®
  • Marv Kuyper, CLU®, CFP®, AIF®
  • James M. Hachadorian, CFP®, AIF®
  • Nancy I. Hecht, CFP®, AIF®
  • Roger Johsnon, CFP®,  AIF®
  • Judith N.Sanborn, CFP®, AIF®
  • Barry M. Smith, CFP®, AIF®
  • Harry Stadelmayer, CFP®, AIF®

Certified Financial Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

AIF®  designees have completed a specialized program on investment fiduciary standards of care at the Center for Fiduciary Studies.  The center, in association with the University of Pittsburg Joseph M. Katz Graduate School of Business, was established to provide the investment industry with the first full-time training and research facility focused exclusively on investment fiduciary responsibility and portfolio management.

To arrange a complimentary consultation click here or call
(407) 869-9800 or e-mail us at Plan@FinancialGroup.com

Thank You!  

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Certified Financial Group, Inc.

Certified Advisory Corp · Certified Benefits Corp · Certified Insurance Corp
1111 Douglas Avenue · Altamonte Springs, Florida 32714-2033
(407) 869-9800 · (800) 393-9900
Planning Tomorrow...Today!® 

All practitioners are registered representatives of TransAm Securities, Inc.,
a registered broker/dealer Member FINRA, SIPC
Fee Planning and Asset Management through Certified Advisory Corp,an SEC-Registered InvestmentAdvisory Firm

Employee Benefit Planning through Certified Benefits Corp Risk Management through Certified Insurance Corp