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Home > Financial Planner Directory > Florida > Altamonte Springs > Joseph F. Bert, CFP®, AIF®

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Joseph F. Bert, CFP®, AIF®

Certified Financial Group

1111 Douglas Ave
Altamonte Springs, FL 32714-5214
Phone: (407) 869-9800
Fax: (407) 869-9700

Toll-free: (800) 393-9900

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties

Comprehensive Financial Planning
Attending College
401(k)/403(b)/IRAs
Asset Allocation
Investment Management
Estate Planning
Employee Benefits
Mutual Funds
Insurance
Retirement
Long-term Care

How Planner Charges

Combination Fee/Commission

Considerations: Provides fee-based financial planning and asset management through Certified Advisory Corp, an independent SEC Registered Investment Advisor

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.