Certified Financial Group, Inc.

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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, Dillon Little, CFP®, AIF®, and Davis Hingtgen, AIF®, CPA, LIV...
10/16/2026

🌞 Start your weekend 'On The Money!'

📻 Tomorrow at 9am EST, Dillon Little, CFP®, AIF®, and Davis Hingtgen, AIF®, CPA, 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!

📢 Medicare Open Enrollment: What You Need to Know

💻 **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!

October is National Financial Planning Month. Five checks, one hour, and a much clearer picture heading into year-end. 🍁...
10/15/2026

October is National Financial Planning Month. Five checks, one hour, and a much clearer picture heading into year-end. 🍁

Schedule a complimentary consultation with a CFP® professional: financialgroup.com/contact-us/

10/13/2026

In last weekend’s On the Money! Everybody wants to know where the economy is headed. The team breaks down the difference between a soft landing, a hard landing, and no landing at all.

It’s not just a trust document in a filing cabinet; it’s a plan that outlives you. Justin Spitler, CFP®, AIF®, RSSA® bre...
10/12/2026

It’s not just a trust document in a filing cabinet; it’s a plan that outlives you. Justin Spitler, CFP®, AIF®, RSSA® breaks down how to structure lifetime care for a family member with special needs.

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

10/10/2026

Join Nancy Hecht, CFP®, AIF®, 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 Nancy Hecht, CFP®, AIF®, LIVE on 58...
10/09/2026

🌞 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!

📢The Economy Is Sending Mixed Signals: Are We Headed for a Soft Landing or Something Worse?

💻 **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!

Meet the faces of wealth management. 📖Our Chairman & CEO Joe Bert, CFP®, and President Aaron Bert, CFP®, are featured in...
10/07/2026

Meet the faces of wealth management. 📖

Our Chairman & CEO Joe Bert, CFP®, and President Aaron Bert, CFP®, are featured in Orlando Magazine's Faces of ORL 2026! The feature covers nearly 50 years of helping Central Florida families plan for and through retirement, a decade of CEFEX certification, and our support for organizations like Arnold Palmer Children's Hospital, the Orlando Philharmonic, and Tunnel to Towers.

And yes, a real person still answers when you call. Some traditions are worth keeping.

10/06/2026

In last weekend's On the Money!, we covered how to help your grandchildren with college while still enjoying your retirement, from 529 plans and Florida Prepaid to setting goals that keep them accountable.

Due to inclement weather conditions expected today, Tuesday, October 6th, National Night Out has been postponed to Wedne...
10/06/2026

Due to inclement weather conditions expected today, Tuesday, October 6th, National Night Out has been postponed to Wednesday, October 14th. The event will take place from 5:00pm – 8:00pm.

It's not about predicting the next downturn; it's about not selling into it. Wynn Smith, CFP®, AIF®, PPC®, ChFC®, CLU®, ...
10/05/2026

It's not about predicting the next downturn; it's about not selling into it. Wynn Smith, CFP®, AIF®, PPC®, ChFC®, CLU®, breaks down what market volatility actually does to a 401(k) and what to do about it.

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

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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