Insights

Industry Positioning CFG operates in financial services with a mid-sized team and a revenue band of 50–100M, indicating an established regional player with room to scale services such as wealth management technologies, compliance solutions, and advisor support tools.

Recognition Upsell Recent CNBC Top 100 ranking and Best Financial Advisor awards suggest credibility and brand momentum, presenting opportunities to cross-sell premium client acquisition, marketing automation, and brand-building services to accelerate growth.

Partnership Potential History of collaborations with universities and fintech/filed partnerships (e.g., Slavic401k) indicates openness to strategic programmatic partnerships, enabling offerings in retirement plan administration, education programs, and integration services.

Technology Footprint Existing tech stack includes AppNexus, iCIMS, Cloudinary, AMP and others, signaling appetite for modern martech, recruiting tech, media optimization, and data-driven personalization to enhance client outreach and talent acquisition.

Growth Path Notable hires and a steady press presence point to expansion plans and talent growth, creating opportunities for scalable solutions in HR tech, performance analytics, and advisor training platforms.

Similar companies to Certified Financial Group, Inc.

Certified Financial Group, Inc. Tech Stack

Certified Financial Group, Inc. uses 8 technology products and services including AppNexus, iCIMS, Cloudinary, and more. Explore Certified Financial Group, Inc.'s tech stack below.

AppNexus
Advertising
iCIMS
Applicant Tracking Systems
Cloudinary
Content Delivery Network
Twemoji
Font Scripts
JSON-LD
Javascript Frameworks
AMP
Javascript Frameworks
Google Maps
Maps
Apache
Web Servers

Media & News

Certified Financial Group, Inc.'s Email Address Formats

Certified Financial Group, Inc. uses at least 1 format(s):

Certified Financial Group, Inc. Email Formats	Example	Percentage
First@financialgroup.com	John@financialgroup.com	75%
Last@financialgroup.com	Doe@financialgroup.com	22%
LastFir@financialgroup.com	DoeJoh@financialgroup.com	1%
FirstLast@financialgroup.com	JohnDoe@financialgroup.com	2%

Frequently Asked Questions

What is Certified Financial Group, Inc.'s phone number?

You can contact Certified Financial Group, Inc.'s main corporate office by phone at

+1-407-869-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Certified Financial Group, Inc.'s official website and social media links?

Certified Financial Group, Inc.'s official website is financialgroup.com and has social profiles on LinkedIn.

How much revenue does Certified Financial Group, Inc. generate?

As of July 2026, Certified Financial Group, Inc.'s annual revenue is estimated to be $50M - $100M.

What is Certified Financial Group, Inc.'s NAICS code?

Certified Financial Group, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Certified Financial Group, Inc. have currently?

As of July 2026, Certified Financial Group, Inc. has approximately 39 employees across 1 continents, including North America. Key team members include President: R. E.Owner: T. B.Managing Sales Director: J. C.. Explore Certified Financial Group, Inc.'s employee directory with LeadIQ.

What industry does Certified Financial Group, Inc. belong to?

Certified Financial Group, Inc. operates in the Financial Services industry.

What technology does Certified Financial Group, Inc. use?

Certified Financial Group, Inc.'s tech stack includes AppNexusiCIMSCloudinaryTwemojiJSON-LDAMPGoogle MapsApache.

What is Certified Financial Group, Inc.'s email format?

Certified Financial Group, Inc.'s email format typically follows the pattern of First@financialgroup.com. Find more Certified Financial Group, Inc. email formats with LeadIQ.

When was Certified Financial Group, Inc. founded?

Certified Financial Group, Inc. was founded in 1976.

Certified Financial Group, Inc.

Q: What technology does Certified Financial Group, Inc. use?

Certified Financial Group, Inc.'s tech stack includes Font Awesome, Google Maps, Facebook, JSON-LD, reCAPTCHA.

Q: What is Certified Financial Group, Inc.'s NAICS code?

Certified Financial Group, Inc.'s NAICS code is 52 (Finance and Insurance).

Financial ServicesFlorida, United States11-50 Employees

Certified Financial Group, Inc. is a financial services firm based in Altamonte Springs, Florida. It provides financial planning and investment management through affiliated entities, with Certified Advisory Corp handling advisory services as a registered investment adviser and Fortune Financial Services, Inc. handling securities as a registered broker-dealer. The two entities are separate and not affiliated with one another.

The company serves clients seeking structured financial planning and ongoing investment management. As a small- to mid-sized firm in the financial services sector, it offers both advisory and brokerage capabilities to address clients' planning and asset-management needs. In December 2025, it was recognized on CNBC's Top 100 Financial Advisors list, ranking No. 54.