Insights

Growth Recognition Certified Financial Group is experiencing notable growth, evidenced by recent placements on the Inc. 5000 list in 2026 and CNBC Financial Advisor 100 in 2025. This momentum suggests expanding client needs, potential for scalable advisory services, and opportunities to discuss enhanced asset management solutions, succession planning, and expanded financial planning offerings.

Awarded Reputation Multiple industry recognitions including Best Financial Advisor of 2024 and Best of Florida Award indicate strong local trust and brand credibility. Leverage this reputation to open conversations around premium financial planning services, premium client experiences, and referrals to high-net-worth prospects in Central Florida.

Strategic Partnerships Recent partnership with the University of Florida signals openness to educational collaborations and talent pipelines. This presents a doorway to propose corporate financial education programs, student/alumni engagement packages, and CFP credentialing partnerships for staff development.

Technology Footprint Adoption of tools like The Trade Desk, Snowplow, Piwik PRO Core, and LinkedIn Insight Tag indicates a data-driven marketing approach. This creates opportunities to discuss enhanced digital advisory platforms, data analytics services, client segmentation improvements, and targeted marketing collaborations to attract qualified leads.

Firm Scale & Coverage With 11-50 employees and annual revenue in the 50 million to 100 million range, CFG sits in a mid-market tier ideal for scalable outsourced advisory, fiduciary services expansion, and technology enablement deals. Explore opportunities for outsourced CIO/portfolio management support, white-label advisory solutions, and managed services for smaller advisory teams seeking growth.

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Certified Financial Group, Inc. Tech Stack

Certified Financial Group, Inc. uses 8 technology products and services including The Trade Desk, Linkedin Insight Tag, Snowplow, and more. Explore Certified Financial Group, Inc.'s tech stack below.

The Trade Desk
Advertising
Linkedin Insight Tag
Analytics
Snowplow
Analytics
WordPress
Content Management System
Shopify
E-commerce
Microsoft 365
Email
Barracuda Email Protection
Email Security
Piwik PRO Core
Web Analytics

Media & News

Certified Financial Group, Inc.'s Email Address Formats

Certified Financial Group, Inc. uses at least 4 email formats:

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 August 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 August 2026, Certified Financial Group, Inc. has approximately 42 employees across 1 continents, including North America. Key team members include President: R. E., Owner: T. B. and 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 The Trade Desk, Linkedin Insight Tag, Snowplow, WordPress, Shopify, Microsoft 365, Barracuda Email Protection and Piwik PRO Core.

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.