Aaron J. Bert

Aaron J. Bert, CFP®, AIF®, Vice President of Certified Financial Group, Inc., has been in the financial planning profession since 2008.  He is a Certified Financial Planner^TM  professional and a past board member of the Financial Planning Association of Central Florida.  As a graduate of the Accredited Investment Fiduciary ™ program, Aaron 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 as well as the FINOP (Financial Operations Principal) of TransAm Securities, Inc. and Maitland Securities, Inc.

A native of Central Florida, Aaron earned his Master’s of Business Administration from the Eller College of Management at the University of Arizona in addition to his Bachelor’s of Science in

Management from the United States Air Force Academy.  Additionally, he completed the Certified Financial Planner^TM  Professional Education Program at the College for Financial Planning in Denver, Colorado.   

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 6^th Medical Group at MacDill Air Force Base, Florida.

Aaron’s professional licenses and registrations include a Series 6, 7, 24, and 28 with FINRA (Financial Industry Regulatory Authority) formerly the NASD.

He is married and has three children.