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Podcast: Registered Investment Advisor Podcast
Episode: Building a Multi-Billion Dollar RIA
Description: Joseph F. Bert, CFP®, AIF®, the Founder of Certified Financial Group, Inc., has been in the financial planning profession since 1976. He is also CEO of Certified Advisory Corp, a Registered Investment Advisor. Joe is a Certified Financial Planner® professional and a member of the Financial Planning Association where he served as the Orlando Chapter’s President and Chairman. As a graduate of the Accredited Investment Fiduciary® (AIF®) program, Joe is specially trained in investment fiduciary responsibility and portfolio management. He is an Investment Advisory Representative of Certified Advisory Corp and has served as an adjunct faculty member for the College...