Joseph F. Bert

Joseph F. Bert, CFP®, AIF®, Chairman of the Board for Certified Financial Group, Inc., has been in the financial planning profession since 1976. He is also President of Certified Advisory Corp. Joe is a Certified Financial Planner^TM professional and a member of the Financial Planning Association where he served as its President and Chairman.

As a graduate of the Accredited Investment Fiduciary™ program, Joe is specially trained in investment fiduciary responsibility and portfolio management. He is an investment advisor representative of Certified Advisory Corp, a Registered Investment Advisor with the Securities and Exchange Commission, and has served as an adjunct faculty member for the College for Financial Planning headquartered in Denver, CO.   He is also a registered representative of TransAm Securities, Inc. and Maitland Securities, Inc.

In addition, Joe can be heard every Saturday on FM 96.5 News/Talk WDBO radio at 9:00 a.m. hosting On the Money.  As an experienced and knowledgeable financial planning practitioner, he has affectionately been referred to as the “Oracle of Orlando®” by his weekly listeners and currently appears regularly on the FOX affiliate in Orlando, Fox 35 WOFL.  In addition to hosting the nationally syndicated TV program, The American Investor, he has appeared on Hour Magazine with Gary Collins as well as regular appearances on the CBS affiliate in Tampa, Channel 13, and the ABC and NBC affiliates in Orlando, Channels 9 and 2. Joe's bi-weekly column has appeared in the Orlando Business Journal. He has been quoted in Orlando Magazine, the Orlando Business Journal, and The Wall Street Journal.

He was bestowed the Papal Order of Knight of St. Gregory the Great by the Vatican in 2008 in recognition for his service to the Church and the community.

Joe is married with three children and seven grandchildren.  He has also been an active member in the Central Florida community since 1975. 

Joe’s professional licenses and registrations also include: Life and Health Insurance and Variable Annuities license with the State of Florida and a Series 6, 22, 26, 62 and 63 with FINRA (Financial Industry Regulatory Authority), formerly the NASD.

Media Appearances:

Fox 35 4/6/12    Repaying Student Loans with new debit card

Fox 35 3/27/12  401k Gains - Can We Go Any Higher?

Fox 35 3/15/12  In-Service Distributions and Social Security

Fox 35 2/21/12  Dow hits 13,000 

Fox 35 2/8/12    Losing money in your 401k - why it could be good news.

Fox 35 1/31/12  Presidential Florida Primaries

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