Certified Financial Group, Inc.

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Certified Financial Group, Inc. Employees

Employee
Years
Job
Industry
Aaron Bert, CFP®, AIF® Aaron Bert, CFP®, AIF® Orlando, Florida Area Details
Aaron Bert, CFP®, AIF®'s Certified Financial Group, Inc. Experience September 2008 - Present
Job CERTIFIED FINANCIAL PLANNER™ practitioner at Certified Financial Group, Inc.
Industry Financial Services
Experience
Certified Financial Group, Inc.   September 2008 - Present
Turner Construction  August 2005 - August 2008
US Air Force  May 2000 - July 2005
United States Air Force  2000 - 2005

Skills
Investment Management, Pensions, Strategic Financial..., Wealth Management, Investments, Asset Management, Portfolio Management, Risk Management, Series 7, Retirement Planning, Leadership, Program Management, Strategic Planning, Retirement, Mutual Funds, Financial Analysis, Process Improvement, Asset Allocation, Financial Advisory, Investment Advisory

Education
United States Air Force Academy   1996 — 2000
Bachelor of Science, Management

University of Arizona, Eller College of Management   2001 — 2003
Master of Business Administration (M.B.A.), Business Administration and Management, General

College for Financial Planning   2008 — 2009
Certificant, CFP® Professional Education Program

Todd Tocco, CFP® Todd Tocco, CFP® Orlando, Florida Area Details
Todd Tocco, CFP®'s Certified Financial Group, Inc. Experience April 2010 - Present
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
Certified Financial Group, Inc.   April 2010 - Present
Charles Schwab  2002 - April 2010
Charles Schwab  September 1996 - May 2002

Education
Florida Institute of Technology
CFP®, Certified Financial Planner™

University of Central Florida - College of Business Administration   1991 — 1998

Joe Bert, CFP®, AIF® Joe Bert, CFP®, AIF® Orlando, Florida Area Details
Joe Bert, CFP®, AIF®'s Certified Financial Group, Inc. Experience March 1991 - Present
Job Founder of Certified Financial Group, Inc.
Industry Financial Services
Experience
Certified Financial Group, Inc.   March 1991 - Present

Skills
Fee-based planning, Investment Management, Investments, Portfolio Management, Wealth Management, Investment Advisory, Strategic Financial..., Training, Retirement Planning, 401k, Financial Advisory, Business, Wealth, Asset Management, Mutual Funds, Retirement, Finance, Pensions, Asset Allocation, Employee Benefits, Financial Services, Series 63, Series 7, Strategic Planning

Education
The Ohio State University   1964 — 1968
International Business

College for Financial Planning
CFP®, CERTIFIED FINANCIAL PLANNER™

Center for Fiduciary Studies, LLC
AIF®, Accredited Investment Fiduciary®

Judith Sanborn, CFP®, AIF® Judith Sanborn, CFP®, AIF® Orlando, Florida Area Details
Judith Sanborn, CFP®, AIF®'s Certified Financial Group, Inc. Experience May 2007 - Present
Job Certified Financial Planner™ at Certified Financial Group
Industry Financial Services
Experience
Certified Financial Group, Inc.   May 2007 - Present

Education
Center for Fiduciary Studies, LLC
AIF®, Accredited Investment Fiduciary®

College for Financial Planning
Certified Financial Planner®

Florida State Univerity,
Bachelors of Arts,

University of Central Florida
Masters, Psychology

Denise Kovach, CFP®, AIF®, NSSA® Denise Kovach, CFP®, AIF®, NSSA® Orlando, Florida Area Details
Denise Kovach, CFP®, AIF®, NSSA®'s Certified Financial Group, Inc. Experience June 2006 - Present
Job CERTIFIED FINANCIAL PLANNER™ at Certified Financial Group, Inc.
Industry Investment Management
Experience
Certified Financial Group, Inc.   June 2006 - Present
Colonial Brokerage  2002 - 2006
Third Fed Investments   1999 - 2002
First Union  1997 - 1999
Communications Equity Associates  1989 - 1997

Education
Center for Fiduciary Studies, LLC
AIF®, Accredited Investment Fiduciary®

University of South Florida
Bachelor of Science (B.S.), Finance

University of South Florida
CFP®

Barbara M. Wilkens, AWMA®, AIF® Barbara M. Wilkens, AWMA®, AIF® Orlando, Florida Area Details
Barbara M. Wilkens, AWMA®, AIF®'s Certified Financial Group, Inc. Experience June 2010 - Present
Job Director of Practice Management at Certified Financial Group, Inc.
Industry Financial Services
Experience
Certified Financial Group, Inc.   June 2010 - Present
Ameriprise Financial Services, Inc.   April 2006 - May 2010
Certified Financial Group, Inc.   December 2004 - March 2006
Raymond James Financial Inc.  April 2001 - November 2004
CNL  April 1988 - March 2001
E. F. Hutton   March 1979 - March 1988

Skills
Wealth Management, Retirement Planning, Strategic Financial..., Investment Advisory, Mutual Funds, Securities, Retirement, Financial Advisory, Asset Managment, Fixed Annuities, FINRA, Asset Allocation, Series 7, Wealth, Investment Strategies, Income Protection, Wealth Accumulation, Financial Planners, Estate Planning

Education
College of Financial Planning   2012 — 2012
Accredited Wealth Management Advisor, Financial Planning

Center for Fiduciary Studies, LLC   2011 — 2011
Accredited Investment Fiduciary, Financial Planning

Brigham Young University   1980 — 1982
Bachelor's degree, Finance

Professional Licenses
Life and Health Insurance and Variable Annuities license with the State of Florida, Series 7, 24, 63, 66 with FINRA, Financial Industry Regulatory Authority

Jeremiah Guettler Jeremiah Guettler Gainesville, Florida Details
Jeremiah Guettler's Certified Financial Group, Inc. Experience May 2014 - Present
Job Finance and Controlling Intern at BMW Manufacturing
Industry Higher Education
Experience
BMW Manufacturing  July 2015 - Present
Certified Financial Group, Inc.   May 2014 - Present
University of Florida  January 2013 - Present
Hyatt Regency  August 2011 - Present
Walt Disney World  May 2013 - July 2013
Holy Family Catholic Church  October 2011 - July 2012

Skills
Event Management, Teamwork, Public Speaking, PowerPoint, Customer Service, Leadership, Social Media, Event Planning, Access, Microsoft Excel, Microsoft Word, Adaptability, Positive Discipline, Time Management, Languages, Spanish, Facebook, Outlook, Data Analysis, Budgets, Team Leadership, Management, Fundraising, Hospitality, Customer Satisfaction, Data Entry, SAP, BEx Analyzer, Java, SQL, C#

Education
University of Florida   2012 — 2016
Bachelor of Science (B.S.), Finance

Colegio de Humanidades y Ciencias   2010 — 2011
Liberal Arts and Sciences, General Studies and Humanities

Roger Johnson, CFP®, AIF® Roger Johnson, CFP®, AIF® Orlando, Florida Area Details
Roger Johnson, CFP®, AIF®'s Certified Financial Group, Inc. Experience January 1999 - Present
Job CERTIFIED FINANCIAL PLANNER™ at Certified Financial Group, Inc.
Industry Financial Services
Experience
Certified Financial Group, Inc.   January 1999 - Present
Financial Planning Association  2010 - 2011
Empire Financial Group, Inc.   January 1998 - December 1998

Skills
Retirement Planning, Financial Planning, Investment Advisory, Series 7, Securities

Education
Center for Fiduciary Studies, LLC
AIF®, Accredited Investment Fiduciary®

College for Financial Planning
CFP®, Certified Financial Planner™

Norwich University   1971 — 1975
BS, Business Administration

Chris Walmer Chris Walmer Fort Wayne, Indiana Area Details
Chris Walmer's Certified Financial Group, Inc. Experience December 2000 - June 2005
Job Director of Operations at PayLeap
Industry Financial Services
Experience
PayLeap  July 2008 - Present
Pension Investors Corporation of Orlando   July 2006 - June 2008
Niles Lankford Group   2005 - 2006
Certified Financial Group, Inc.   December 2000 - June 2005

Skills
Customer Service..., Customer Service..., Salesforce.com, Emerging Payments, Electronic Payments, Payment Gateways

Education
Indiana Institute of Technology   1996 — 2000
Bachelors, Business Management/Administration

Carrie Augustine Carrie Augustine Altamonte Springs, Florida Details
Carrie Augustine's Certified Financial Group, Inc. Experience March 2012 - Present
Job Financial Planning Assistant
Industry Financial Services
Experience
Certified Financial Group, Inc.   March 2012 - Present
Executive Schedulers Plus   June 2010 - March 2012
The Hartford  March 2003 - June 2009
Coldwell Banker Real Estate  September 1997 - February 2003

Skills
Customer Service, Negotiation, Real Estate, Customer Relations, Excel, Microsoft Office, Outlook, Contract Negotiation, Word, PowerPoint, Administration, Customer Satisfaction, Administrative Support, Event Management, Event Planning, Residential, Selling, wholesaler scheduling, Inventory, Restaurant, Accounts Payable

Education
University of South Carolina-Columbia   1987 — 1991
Bachelor of Science, Hospitality Management

Upper Arlington High School   1984 — 1987