Joe Bert, CFP®, AIF®

Joe Bert, CFP®, AIF®

Chairman and CEO, Certified Financial Group, Inc.

Joseph F. Bert, CFP®, AIF®, the Founder of Certified Financial Group, Inc., has been in the financial planning profession since 1976. He is also President of Certified Advisory Corp. Joe is a CERTIFIED FINANCIAL PLANNER™ professional and a member of the Financial Planning Association where he served as its President and Chairman of the Central Florida Chapter.

Latest articles by Joe Bert, CFP®, AIF®

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Financial Advisers: Don’t Follow the Rules, Follow the Principle

Financial Planning A person who drives 55 mph in a blinding snowstorm is following the rule, while ignoring the principle of safety. It’s the same with investment advice.

Financial Planning