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BUSINESSOrlando Magazine·1d ago

Faces of ORL 2026: The Faces of Wealth Management

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THE FACES OF WEALTH MANAGEMENT Joseph Bert, CFP®, Chairman & CEO Aaron Bert, CFP®, President Certified Financial Group®, Inc With a history spanning nearly 50 years and over $3 billion of assets under management, Certified Financial Group® (CFG) stands as one of Central Florida’s largest independent financial planning and wealth management firms, serving clients in 28 states. It’s perhaps Orlando’s...

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