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We are proud to receive such recognition from such an excellent source for work that we are truly humbled and honored to do every day.
Altamonte Springs, Florida (PRWEB)
December 5, 2022
Certified Advisory Corp of Certified Financial Group, Inc. is proud to be included in the CNBC Financial Advisor 100, a list of the top 100 financial advisory firms in the United States for 2022. The Certified Financial Group’s team bases their rankings on this respected list on their professional qualifications and years in the business of trusted CERTIFIED FINANCIAL PLANNER™ professionals.
This is the fourth year CNBC ranks the FA 100 from RIA’s list of more than 39,000 AccuPoint Solutions. A variety of data is considered, including years in business, number of Certified Financial Planner™ Professionals, total assets and accounts under custody.
“We know that the true measure of our success is defined by the trust and support that our loyal clients, who have been with us for decades, give us every day. said Joe Bart, founder of CFP® AIF® and Certified Financial Group. “Our entire staff is like family and every day we feel truly humbled and privileged to receive such recognition from such an excellent source for our work. I am proud.”
In addition to being included on this list, Certified Advisory Corp has successfully completed the renewal of its CEFEX certification. This certification demonstrates adherence to fiduciary standards of excellence in investment management, governance, and operational processes. The award is given to him by less than 1% of advisory firms nationwide.
With roots dating back to 1976 and 16 CERTIFIED FINANCIAL PLANNER™ professionals under one roof, Certified Financial Group is one of Central Florida’s oldest and largest independent financial planning firms. With over 400 years of combined experience, his CFP® experts are experts in all areas of financial planning, including investment planning, social security planning, retirement planning, real estate planning, and his 401(k) services. I am trained.
The complete FA 100 list, including Certified Advisory Corp, is available on CNBC’s website. -of-2022.html
Disclosure: Accredited Advisory Corps offers retirement planning and wealth management for a fee. The Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® Certification Mark, the CERTIFIED FINANCIAL PLANNER™ Certification Mark, and the CFP® Certification Mark (with Plaque Design) Logo in the U.S.A. Allowed. By individuals who have successfully completed the initial and ongoing certification requirements of the CFP Board.
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