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Insights

University Partnership Certified Financial Group's recent partnership with the University of Florida presents an opportunity to tap into a younger demographic of potential clients who are seeking financial advisory services as they enter their careers.

Recognition as Best Financial Advisor Being recognized as the Best Financial Advisor of 2024 by Orlando Magazine positions Certified Financial Group as a trusted and reputable choice for individuals seeking financial guidance, creating a strong competitive edge in the market.

Award-Winning Status Receiving the 2024 Best of Florida Award enhances Certified Financial Group's credibility and reputation, providing a compelling narrative to engage with clients looking for proven excellence in financial services.

Expansion of Team The recent hire of Dave Balakrishnan, a Certified Financial Planner with notable credentials, strengthens Certified Financial Group's expertise and offers an opportunity to leverage his skills to attract new clients seeking high-quality financial advice.

Significant Headcount Growth The substantial increase in headcount by 82,000 showcases Certified Financial Group's expansion capabilities and indicates a growing workforce that can support and cater to a larger client base, paving the way for increased sales opportunities.

Certified Financial Group, Inc. Tech Stack

Certified Financial Group, Inc. uses 8 technology products and services including Snowplow, Gravatar, RSS, and more. Explore Certified Financial Group, Inc.'s tech stack below.

  • Snowplow
    Analytics
  • Gravatar
    Audio, Video, Graphics
  • RSS
    Content Management System
  • TweenMax
    Javascript Frameworks
  • OWL Carousel
    Javascript Libraries
  • Swiper
    Javascript Libraries
  • Elementor
    Page Builders
  • Elementor Header & Footer Builder
    Web Platform Extensions

Media & News

Certified Financial Group, Inc.'s Email Address Formats

Certified Financial Group, Inc. uses at least 1 format(s):
Certified Financial Group, Inc. Email FormatsExamplePercentage
First@financialgroup.comJohn@financialgroup.com
75%
Last@financialgroup.comDoe@financialgroup.com
21%
LastFir@financialgroup.comDoeJoh@financialgroup.com
2%
FirstLast@financialgroup.comJohnDoe@financialgroup.com
2%

Frequently Asked Questions

Where is Certified Financial Group, Inc.'s headquarters located?

Minus sign iconPlus sign iconCertified Financial Group, Inc.'s main headquarters is located at 1111 Douglas Ave Altamonte Springs, FL 32714 US. The company has employees across 1 continents, including North America.

What is Certified Financial Group, Inc.'s phone number?

Minus sign iconPlus sign icon 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?

Minus sign iconPlus sign iconCertified Financial Group, Inc.'s official website is financialgroup.com and has social profiles on LinkedIn.

What is Certified Financial Group, Inc.'s NAICS code?

Minus sign iconPlus sign iconCertified Financial Group, Inc.'s NAICS code is 52 - Finance and Insurance.

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

Minus sign iconPlus sign iconAs of June 2025, Certified Financial Group, Inc. has approximately 39 employees across 1 continents, including North America. Key team members include Chief Operating Officer / Director Of Hr: K. A.President: B. S.Founder: J. B.. Explore Certified Financial Group, Inc.'s employee directory with LeadIQ.

What industry does Certified Financial Group, Inc. belong to?

Minus sign iconPlus sign iconCertified Financial Group, Inc. operates in the Financial Services industry.

What technology does Certified Financial Group, Inc. use?

Minus sign iconPlus sign iconCertified Financial Group, Inc.'s tech stack includes SnowplowGravatarRSSTweenMaxOWL CarouselSwiperElementorElementor Header & Footer Builder.

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

Minus sign iconPlus sign iconCertified Financial Group, Inc.'s email format typically follows the pattern of . Find more Certified Financial Group, Inc. email formats with LeadIQ.

When was Certified Financial Group, Inc. founded?

Minus sign iconPlus sign iconCertified Financial Group, Inc. was founded in 1976.
Certified Financial Group, Inc.

Certified Financial Group, Inc.

Financial ServicesFlorida, United States11-50 Employees

This website is for informational purposes only and is not a solicitation to buy or sell any investments and/or strategies mentioned. All material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact us directly.  [Note:  On employee personal LinkedIn profile, change the last sentence to:  To determine what is appropriate for you, please contact me directly or consult another qualified professional.]
 
Third-party posts found here may not reflect the views of Certified Financial Group and have not been reviewed by the Firm as to accuracy or completeness. By accessing any links on this website, you will be connected to third party websites. Please note that Certified Financial Group is not responsible for the information, content or product(s) found on third party web sites.
 
Any testimonials or recommendations on this page may not be representative of the experiences of other clients, and they are not indicative of future performance or success.
 
Financial Planning and Investment Management offered through Certified Advisory Corp, a registered investment advisor.
 
Securities Offered Through Fortune Financial Services, Inc., A Registered Broker/Dealer, Member FINRA/SIPC. Certified Advisory Corp, and Fortune Financial Services are separate entities and not affiliated. (For Fortune advisors)

Section iconCompany Overview

Headquarters
1111 Douglas Ave Altamonte Springs, FL 32714 US
Phone number
+1-407-869-****
Website
financialgroup.com
NAICS Code
52 - Finance and Insurance
Founded
1976
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M

    Certified Financial Group, Inc.'s revenue is in the range of $10M

Section iconFunding & Financials

  • $10M

    Certified Financial Group, Inc.'s revenue is in the range of $10M

Company Leadership

  • Stylized image of a person
    K. A.
    Chief Operating Officer / Director Of Hr
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. S.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. B.
    Founder
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. E.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. B.
    Owner
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    J. C.
    Managing Sales Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    W. T.
    Office Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. R.
    Client Service Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. S.
    Principal
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. B.
    Certified Financial Planner™ Professional
    Phone icon
    Mobile Phone

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