Aaron J. Bert, CFP®, AIF® has been in the financial planning profession since 2008. He is a CERTIFIED FINANCIAL PLANNER™ professional and a graduate of the Accredited Investment Fiduciary ™ program. Aaron is specially trained in investment fiduciary responsibility and portfolio management.

Aaron is an Investment Advisory Representative of Certified Advisory Corp, a Registered Investment Advisor with the Securities and Exchange Commission*. He is also a Registered Representative and the Financial Operations Principal (FINOP), of Maitland Securities, Inc. and TransAm Securities, Inc.

A native of Central Florida, Aaron earned his Master’s of Business Administration from the Eller College of Management at the University of Arizona in addition to his Bachelor’s of Science in Management from the United States Air Force Academy. He completed the CERTIFIED FINANCIAL PLANNER™ professional education program at the College for Financial Planning in Denver, Colorado. Aaron is a past board member of the Financial Planning Association of Central Florida.

Prior to joining the Certified Financial Group, Aaron worked as a Superintendent for Turner Construction Company in Orlando. He also served as a Captain in the United States Air Force’s Medical Service Corp working as a Group Practice Manager for the Primary Care Clinics of the 6th Medical Group at MacDill Air Force Base, Florida.

Aaron’s professional licenses and registrations include a Series 6, 7, 24, and 28 with Financial Industry Regulatory Authority (FINRA).
He is married and has three children.

Disclaimer: Fee-Based Planning and Asset Management through Certified Advisory Corp, an SEC-Registered Investment Advisory Firm.

SEC registration does not constitute an endorsement of the firm. Certified Financial Planner Board of Standards Inc. owns the certification mark CFP®.

This website is for informational purposes only and does not constitute a complete description of our services. This website is not a solicitation or offer to sell securities or investment advisory services.

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