theoracleoforlando
theoracleoforlando
| Forum role | Member since | Last activity | Topics created | Replies created |
|---|---|---|---|---|
| Member | Jul 14, 2011 (14 years) |
- | 1 | 0 |
- Forum role
- Member
- Member since
Jul 14, 2011 (14 years)
- Last activity
- -
- Topics created
- 1
- Replies created
- 0
Bio
Joseph F. Bert, CFP®, AIF®, Chairman of the Board for 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™ professional and a member of the Financial Planning Association. 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, which is a Registered Investment Advisor with the Securities and Exchange Commission, and has served as an adjunct faculty member for the College for Financial Planning.
In addition, Mr. Bert can be heard every Saturday on News 96.5 FM at 9:00 a.m. hosting On the Money. An acknowledged authority in the field of financial planning, he has been called the “Oracle of Orlando™” by his weekly listeners. He 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.
Mr. Bert’s professional licenses and registrations also include: Life and Health Insurance and Variable Annuities license with the State of Florida.
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