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Certified Financial Group, Inc. Employee Directory

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.

Find Certified Financial Group, Inc. employees' phone numbers or email addresses

Certified Financial Group, Inc. Global Highlights

Location
Employees

North America
57

Minus sign iconPlus sign icon
  • United States Of America
    57

Certified Financial Group, Inc.'s Leadership

  • Stylized image of a person
    R. E.
    President
    Mobile Phone
  • Stylized image of a person
    T. B.
    Owner
    Mobile Phone
  • Stylized image of a person
    J. C.
    Managing Sales Director
    Mobile Phone
  • Stylized image of a person
    W. T.
    Office Manager
    Mobile Phone
  • Stylized image of a person
    P. L.
    Financial Services Professional
    Mobile Phone

Certified Financial Group, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Branding
  • Business
  • Community & Social Services
  • Other

Contact profiles from Certified Financial Group, Inc.

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    R. E.
    President
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    T. B.
    Owner
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    J. C.
    Managing Sales Director
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    W. T.
    Office Manager
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    P. L.
    Financial Services Professional
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Certified Financial Group, Inc. known for?

Minus sign iconPlus sign iconCertified Financial Group, Inc. was founded in 1976 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-407-869-****
. Explore Certified Financial Group, Inc.'s company overview page for more information.

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

Minus sign iconPlus sign iconCertified Financial Group, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Certified Financial Group, Inc. email formats with LeadIQ.

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

Minus sign iconPlus sign iconCertified Financial Group, Inc. has approximately 39 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Certified Financial Group, Inc.'s key employees and leadership?

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As of July 2026, Certified Financial Group, Inc.'s key employees include:

  • President: R. E.
  • Owner: T. B.
  • Managing Sales Director: J. C.
  • Office Manager: W. T.
  • Financial Services Professional: P. L.

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