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.

09/01/2026

In last weekend's On the Money!, we covered how to protect yourself from scams from freezing your credit to securing your digital footprint, plus what to do if you think you've been targeted.

It's not timing the market; it's time in the market. Adam Jones, CFP®, AIF®, breaks down how tax-loss harvesting turns v...
08/31/2026

It's not timing the market; it's time in the market. Adam Jones, CFP®, AIF®, breaks down how tax-loss harvesting turns volatility into tax savings without pulling you out of your plan.

Connect with Adam Jones: http://www.linkedin.com/in/adam-jones-469540344

Read the full blog at the link in our bio. 👆

Thirteen years of leadership, guidance, and impact. Congratulations to Gary Abely! 🎉For 13 years, Gary has served as a f...
08/29/2026

Thirteen years of leadership, guidance, and impact. Congratulations to Gary Abely! 🎉

For 13 years, Gary has served as a financial advisor at CFG, helping clients navigate important decisions with care, experience, and steady perspective. His commitment to the people he serves and the team around him has made a meaningful mark on our firm.

We’re grateful for Gary’s continued dedication and proud to celebrate this milestone with him! 👏

08/29/2026

Join Chris Toadvine, CFP®, AIF®, M.S., 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, Joe Bert, CFP®, AIF®, and Chris Toadvine, CFP®, AIF®, M.S., L...
08/28/2026

🌞 Start your weekend 'On The Money!'

📻 Tomorrow at 9am EST, Joe Bert, CFP®, AIF®, and Chris Toadvine, CFP®, AIF®, M.S., 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!

📢Fraud, Scams and Flimflams… How to Avoid Being a Victim

💻 **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!

We've been named a Best of Florida winner!Here's what makes this one special: All year, readers of The Guide to Florida ...
08/27/2026

We've been named a Best of Florida winner!

Here's what makes this one special: All year, readers of The Guide to Florida nominate and vote for the businesses they love. Those results get combined with the editors' picks. It covers everything the state has to offer.

We're proud to make that list. Fifty years in Central Florida, and being chosen by the people who live here still means the most.

Thank you to everyone who voted. 🌴

08/25/2026

In last weekend's On the Money!, we break down the 2022 downturn, the 2023 rebound, and why our clients' phones and ours stayed quiet through both.

Nancy Hecht, CFP®, AIF®, breaks down how inflation erodes retirement savings, which assets tend to hold up, and the spec...
08/24/2026

Nancy Hecht, CFP®, AIF®, breaks down how inflation erodes retirement savings, which assets tend to hold up, and the specific moves to make before and after you stop working.

Connect with Nancy Hecht: https://www.linkedin.com/in/nancyhecht

Read the full blog at the link in our bio. 👆

Five years, countless conversations, and a whole lot of difference made. Cheers to Charles Curry! 🎉As a financial adviso...
08/22/2026

Five years, countless conversations, and a whole lot of difference made. Cheers to Charles Curry! 🎉

As a financial advisor at CFG, Charles brings knowledge, thoughtfulness, and a client-first mindset to his work each day. His dedication to building relationships and supporting those he serves is something we truly appreciate.

Congratulations on 5 years, we’re lucky to have you on the team! 👏

🌞 Start your weekend 'On The Money!'📻 Tomorrow at 9am EST, Joe Bert, CFP®, AIF®, and Nancy Hecht, CFP®, AIF®, LIVE on 58...
08/21/2026

🌞 Start your weekend 'On The Money!'

📻 Tomorrow at 9am EST, Joe Bert, CFP®, AIF®, and Nancy Hecht, 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!

📢Four Decades of Change: How the Markets Have Evolved

💻 **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!

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

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