The CNBC FA 100 ranking, which takes into consideration a variety of factors beyond assets under management, recognizes those advisory firms that help clients navigate through their financial life.
Financial Advisor 100

54. Certified Financial Group

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Certified Financial Group, based in Altamonte Springs, Florida, is ranked No. 54 on this year's CNBC Financial Advisor 100 list. The firm serves a wide variety of clients who have a breadth of planning needs across multiple generations.

Assets Under Management: $2.9 billion
Accounts Under Management: 2,437
Years in Business: 36

  • Accepts clients in 40 states and the District of Columbia
  • Physical offices in Florida
  • $500,000 minimum asset threshold

Leadership and Contact Information:
Joe Bert, chief executive officer
Aaron Bert, president
Sheri Cuff, chief compliance officer

financialgroup.com
1111 Douglas Ave., Altamonte Springs, FL 32714
(407) 869-9800

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