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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.

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

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

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…
March 17, 2017
When Merely Being ‘Suitable’ is Not Enough
investing

When Merely Being ‘Suitable’ is Not Enough

There’s only one true path to making sure your adviser is putting your best interests first — a fee-only 3(38) fiduciary.
February 27, 2017
Not All Fiduciaries Are Created Equal
investing

Not All Fiduciaries Are Created Equal

There are different kinds of fiduciaries, and some offer more layers of protection than others. So make sure you understand the nuances behind the des…
February 8, 2017
Is Your Adviser Really a Fiduciary?
investing

Is Your Adviser Really a Fiduciary?

You should ask point blank and check if they are a CEFEX-certified firm.
December 9, 2016
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Let's Say You Win the Powerball Jackpot. What Now?
investing

Let's Say You Win the Powerball Jackpot. What Now?

A newfound fortune can be a blessing—or a curse. Lottery winners will need help sorting through the decisions surrounding big money.
January 13, 2016
Is a Roth Just a Wolf in Sheep's Clothing?
investing

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.
December 5, 2015