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Joseph Bert
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Joseph F. Bert, CFP®, AIF®, is the founder of Certified Financial Group, Inc., and has been in the financial planning profession since 1976. He is also President of Certified Advisory Corp. Joe is a Certified Financial Planner™ practitioner and a member of the Financial Planning Association where he served as its President and Chairman. As a graduate of the Accredited Investment Fiduciary™ program, Joe is specially trained in investment fiduciary responsibility and portfolio management. He is an investment advisor representative of Certified Advisory Corp, a Registered Investment Advisor with the Securities and Exchange Commission, and has served as an adjunct faculty member for the College for Financial Planning headquartered in Denver, CO. In addition, Joe can be heard every Saturday on WDBO FM 96.5 at 9:00 a.m. hosting On the Money. As an experienced and knowledgeable financial planning practitioner, he has affectionately been referred to as the “Oracle of Orlando®” by his weekly listeners and currently appears regularly on the FOX affiliate in Orlando, Fox 35 WOFL. In addition to hosting the nationally syndicated TV program, The American Investor, he has appeared on Hour Magazine with Gary Collins as well as regular appearances on the CBS affiliate in Tampa, Channel 13, and the ABC and NBC affiliates in Orlando, Channels 9 and 2. Joe's bi-weekly column has appeared in the Orlando Business Journal. He has been quoted in Orlando Magazine, the Orlando Business Journal, and The Wall Street Journal. He was bestowed the Papal Order of Knight of St. Gregory the Great by the Vatican in 2008 in recognition for his service to the Church and the community. Joe is married with three children and seven grandchildren. He has also been an active member in the Central Florida community since 1975.
Joseph F. Bert, CFP®, AIF®, is the founder of Certified Financial Group, Inc., and has been in the financial planning profession since 1976. He is also President of Certified Advisory Corp. Joe is a Certified Financial Planner™ practitioner and a member of the Financial Planning Association where he served as its President and Chairman. As a graduate of the Accredited Investment Fiduciary™ program, Joe is specially trained in investment fiduciary responsibility and portfolio management. He is an investment advisor representative of Certified Advisory Corp, a Registered Investment Advisor with the Securities and Exchange Commission, and has served as an adjunct faculty member for the College for Financial Planning headquartered in Denver, CO. In addition, Joe can be heard every Saturday on WDBO FM 96.5 at 9:00 a.m. hosting On the Money. As an experienced and knowledgeable financial planning practitioner, he has affectionately been referred to as the “Oracle of Orlando®” by his weekly listeners and currently appears regularly on the FOX affiliate in Orlando, Fox 35 WOFL. In addition to hosting the nationally syndicated TV program, The American Investor, he has appeared on Hour Magazine with Gary Collins as well as regular appearances on the CBS affiliate in Tampa, Channel 13, and the ABC and NBC affiliates in Orlando, Channels 9 and 2. Joe's bi-weekly column has appeared in the Orlando Business Journal. He has been quoted in Orlando Magazine, the Orlando Business Journal, and The Wall Street Journal. He was bestowed the Papal Order of Knight of St. Gregory the Great by the Vatican in 2008 in recognition for his service to the Church and the community. Joe is married with three children and seven grandchildren. He has also been an active member in the Central Florida community since 1975.

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Join CFG's "On the Money" Saturday's 9 a.m. on 96.5 FM. This week hear
Nancy Hecht CFP® and Joe Bert CFP®
http://ow.ly/l0wW30dONI3

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7 real ways for millennials to save money (not by brownbagging and skipping Starbucks)
http://ow.ly/kNbP30dN28t

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Big Social Security COLA will be offset by Medicare premiums
http://ow.ly/i7FB30dC9vf

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Listen to CFG's "On the Money" Saturday's 9 a.m. News 96.5 FM. This Saturday hear Judith Sanborn, CFP® and Joe Bert, CFP®
http://ow.ly/Jwto30ds5Mn

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Spotting and Avoiding Tax Scams
http://ow.ly/FRMk30dna8G

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Listen to CFG's "On the Money" Saturday's 9am News 96.5 FM. This Saturday hear Denise Kovach, CFP®and Joe Bert, CFP®
http://ow.ly/pjNm30dckIE

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Early Out: A Realistic Plan to Retire Younger
http://ow.ly/DvDN30d3k0U
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