Certified Advisory Corp of Certified Financial Group Debuts on the CNBC Financial Advisor 100 List

Share Article

Central Florida based firm joins prestigious list of top advisors

News Image
We are proud to receive this recognition from such a distinguished source for work we feel truly humbled and privileged to do each day.

Certified Advisory Corp of Certified Financial Group, Inc. is proud to announce their inclusion on the CNBC Financial Advisor 100, a list of the top 100 Financial Advisor Firms in the United States for 2022. The team at Certified Financial Group is honored to join the rankings of this esteemed list based on their credentials and years in business as trusted CERTIFIED FINANCIAL PLANNER™ professionals.

This is CNBC’s fourth year ranking the FA 100 from AccuPoint Solutions’ list of over 39,000 RIA’s. A variety of data is considered including years in business, number of Certified Financial Planner™ professionals, total assets and accounts under management, and more.

“We know the real measure of our success is defined by the trust and support that our loyal clients, many of whom have been with us for decades, bestow upon us each day,” said Joe Bert, CFP® AIF® and Founder of Certified Financial Group. “Our entire staff is like family, and together we are proud to receive this recognition from such a distinguished source for work we feel truly humbled and privileged to do each day.”

In addition to being included on this list, Certified Advisory Corp successfully completed its CEFEX certification renewal. This certification demonstrates adherence to the standards of fiduciary excellence in investment management, governance and operational processes. This distinction has been awarded to fewer than 1% of advisory firms nationally.

With roots dating back to 1976 and 16 CERTIFIED FINANCIAL PLANNER™ professionals under the same roof, Certified Financial Group is one of the oldest and largest independent financial planning firms in Central Florida. With more than 400 years of combined experience, each of their CFP® professionals are trained in all areas of financial planning to include investment planning, Social Security planning, retirement planning, estate planning, and 401(k) services.

The full FA 100 List including Certified Advisory Corp is available on CNBC’s website: https://www.cnbc.com/2022/10/04/fa-100-cnbc-ranks-the-top-rated-financial-advisory-firms-of-2022.html

Disclosures: Certified Advisory Corp offers Retirement Planning and Wealth Management for a fee. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Kim Touchton
Certified Financial Group, Inc.
Like >