Certified Financial Group, Inc.

Certified Financial Group, Inc. Your Central Florida Fiduciaries
🎙️ Listen to our 'On the Money!' podcast every Saturday at 9am, live on our page
🏆 2025 Top 100 Financial Firm in U.S.

as chosen by CNBC CFG’s roots date back to its start in Central Florida in 1976, and the professionals of CFG have delivered financial planning services to countless families across the country. We are one of the oldest and largest independent financial planning firms in the area. Our Certified Financial Planner™ professionals have more than 400 years of combined experience. Each is trained in all

areas of financial planning to include investment planning, Social Security planning, retirement planning, estate planning, and 401(k) services. Their knowledge and experience helps to ensure clients receive a thorough, workable personal financial plan.

🌞 Start your weekend 'On The Money!'📻 Tomorrow at 9am EST, Grant Kennedy, CFP®, AIF®, and Aaron Bert, CFP®, AIF®, CAP®, ...
05/29/2026

🌞 Start your weekend 'On The Money!'

📻 Tomorrow at 9am EST, Grant Kennedy, CFP®, AIF®, and Aaron Bert, CFP®, AIF®, CAP®, LIVE on 580 AM or 107.3 FM and 96.5 FM HD2 as they take your calls and provide expert answers to your questions!

📢 How to Build Generational Wealth: Millennials and Gen X

💻 **You can also watch LIVE on FACEBOOK or pull up the show on Facebook and utilize Bluetooth/aux to listen that way**

☎️ Submit your questions to: 1-844-580-WDBO (9326) or contact our hosts directly at: [email protected] | [email protected]

👂 WAYS TO LISTEN BACK - Our show is replayed on Saturday mornings from 7-8am on the radio, and is posted on demand every week at onthemoneyfl.com, where you can subscribe to the show on any of your favorite apps.

☀️ Tune in tomorrow for another great show!

05/28/2026

The earlier you start saving, the more powerful compounding becomes. Justin and Joe break down why teaching kids to save early could make all the difference later in life.

Tune in to 𝘖𝘯 𝘵𝘩𝘦 𝘔𝘰𝘯𝘦𝘺! each Saturday morning at 9:00 AM as we tackle your real-life financial questions, live on air! 🎙️

05/27/2026

Social Security isn't simple. Learn the key claiming strategies—spousal, survivor, disability, and more—to maximize your benefits and avoid costly mistakes.

Thinking about working with a wealth manager as you approach retirement? Not all advisors are created equal — and the qu...
05/25/2026

Thinking about working with a wealth manager as you approach retirement? Not all advisors are created equal — and the questions you ask before signing on can make a significant difference in how well your savings hold up.

Grant Kennedy, CFP®, AIF®, put together a straightforward due diligence checklist covering everything from fiduciary status and credentials to fees, tax coordination, and what a smooth transition should look like. Whether you're actively shopping for a new advisor or just want to know what to look for, this one's worth bookmarking.

Read the full blog at https://financialgroup.com/2026/05/25/near-retirement-private-wealth-manager-due-diligence-checklist/

05/23/2026

Join Justin Spitler, CFP®, AIF®, RSSA®, and Joe Bert, CFP®, AIF®, as they take your calls and provide expert answers to your questions.

🌞 Start your weekend 'On The Money!'📻 Tomorrow at 9am EST, Justin Spitler, CFP®, AIF®, RSSA®, and Joe Bert, CFP®, AIF®, ...
05/22/2026

🌞 Start your weekend 'On The Money!'

📻 Tomorrow at 9am EST, Justin Spitler, CFP®, AIF®, RSSA®, and Joe Bert, CFP®, AIF®, LIVE on 580 AM or 107.3 FM and 96.5 FM HD2 as they take your calls and provide expert answers to your questions!

📢 Back to the Future: Financial advice for my younger self

💻 **You can also watch LIVE on FACEBOOK or pull up the show on Facebook and utilize Bluetooth/aux to listen that way**

☎️ Submit your questions to: 1-844-580-WDBO (9326) or contact our hosts directly at: [email protected] | [email protected]

👂 WAYS TO LISTEN BACK - Our show is replayed on Saturday mornings from 7-8am on the radio, and is posted on demand every week at onthemoneyfl.com, where you can subscribe to the show on any of your favorite apps.

☀️ Tune in tomorrow for another great show!

“What happens when life takes an unexpected turn?” It’s a question that comes up often, especially when health, aging, a...
05/21/2026

“What happens when life takes an unexpected turn?” It’s a question that comes up often, especially when health, aging, and money all intersect.

Big shifts - whether a new diagnosis, a change in abilities, or simply stepping into a larger financial role - can make even a well-organized plan feel overwhelming. That’s why it helps to pause, take inventory of your financial landscape, and simplify wherever possible.

Keeping essential coverage in place, clearing high-interest debt, separating monthly cash flow, and automating charitable giving are small steps that can create meaningful breathing room. Sometimes one smart adjustment can free up cash flow and reduce stress in a big way.

Planning isn’t just about dollars; it’s about supporting stability, dignity, and more time for what matters most.

𝗪𝗵𝗲𝗻 𝘄𝗮𝘀 𝘁𝗵𝗲 𝗹𝗮𝘀𝘁 𝘁𝗶𝗺𝗲 𝘆𝗼𝘂 𝘀𝘁𝗿𝗲𝘀𝘀-𝘁𝗲𝘀𝘁𝗲𝗱 𝘆𝗼𝘂𝗿 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗽𝗹𝗮𝗻?

05/20/2026

Protecting against the risk of cognitive decline is just as important as protecting against market risk and longevity risk and can be addressed at the same time.

Address

Altamonte Springs, FL

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

Telephone

+14078699800

Website

https://financialgroup.com/cefex-3/, https://financialgroup.com/about-certified-financia

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