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Joe Bert, CFP®, AIF®

Chairman and CEO, Certified Financial Group, Inc.

Phone: 800.393.9900

Joe Bert, CFP® is the Chairman and CEO of Certified Financial Group, Inc. and has been in the financial planning profession since 1976. Joe can be heard every Saturday in Orlando, FL on News 96.5 FM at 9:00 a.m. EST hosting On the Money and seen twice weekly on the Fox TV affiliate, WOFL Fox 35. An experienced and knowledgeable financial planning practitioner, he has been affectionately referred to as the "Oracle of Orlando®" by his audience.

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Building Wealth
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Is Your Adviser Really a Fiduciary?

You should ask point blank and check if they are a CEFEX-certified firm.

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A newfound fortune can be a blessing—or a curse. Lottery winners will need help sorting through the decisions surrounding big money.

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Is a Roth Just a Wolf in Sheep's Clothing?

Forgoing a tax deduction today for a promise in the future is riskier than you might think.

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