Joseph F. Bert, CFP®, AIF®, the Founder of Certified Financial Group, Inc., has been in the financial planning profession since 1975. He is also President of Certified Advisory Corp.  Mr. Bert 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, Mr. Bert 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, Mr. Bert can be heard every Saturday on WDBO 580AM/107.3FM (96.5 HD2) 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. Mr. Bert’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.  Mr. Bert is also on the board for the Orlando Philharmonic Orchestra.

Mr. Bert is married, has three children and seven grandchildren and has been an active member in the Central Florida community since 1975.