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Certified Financial Group, Inc. Employee Directory

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.

Find Certified Financial Group, Inc. employees' phone numbers or email addresses

Certified Financial Group, Inc. Global Highlights

Location
Employees

North America
61

Minus sign iconPlus sign icon
  • United States Of America
    61

Certified Financial Group, Inc.'s Leadership

  • President at Certified Financial Group, Inc.
    R. E.
    President
    Mobile Phone
  • Owner at Certified Financial Group, Inc.
    T. B.
    Owner
    Mobile Phone
  • Managing Sales Director at Certified Financial Group, Inc.
    J. C.
    Managing Sales Director
    Mobile Phone
  • Office Manager at Certified Financial Group, Inc.
    W. T.
    Office Manager
    Mobile Phone
  • Financial Services Professional at Certified Financial Group, Inc.
    P. L.
    Financial Services Professional
    Mobile Phone

Certified Financial Group, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Branding
  • Business
  • Community & Social Services
  • Other

Contact profiles from Certified Financial Group, Inc.

Name
Title
Contact
Location
Last Update
  • President at Certified Financial Group, Inc.
    R. E.
    President
    Mobile Phone
    Oct 16, 2024
  • Owner at Certified Financial Group, Inc.
    T. B.
    Owner
    Mobile Phone
    Oct 16, 2024
  • Managing Sales Director at Certified Financial Group, Inc.
    J. C.
    Managing Sales Director
    Mobile Phone
    Oct 22, 2024
  • Office Manager at Certified Financial Group, Inc.
    W. T.
    Office Manager
    Mobile Phone
    Oct 23, 2024
  • Financial Services Professional at Certified Financial Group, Inc.
    P. L.
    Financial Services Professional
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Certified Financial Group, Inc. known for?

Minus sign iconPlus sign iconCertified Financial Group, Inc. was founded in 1976 and operates in the Financial Services industry. You can contact Certified Financial Group, Inc.'s main corporate office by phone at
+1-407-869-****
. Explore Certified Financial Group, Inc.'s company overview page for more information.

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

Minus sign iconPlus sign iconCertified Financial Group, Inc. employees' email format typically follows the pattern of First@financialgroup.com. Trying to find reliable and up-to-date employee contact data? Find more Certified Financial Group, Inc. email formats with LeadIQ.

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

Minus sign iconPlus sign iconCertified Financial Group, Inc. has approximately 42 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Certified Financial Group, Inc.'s key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, Certified Financial Group, Inc.'s key employees include:

  • President: R. E.
  • Owner: T. B.
  • Managing Sales Director: J. C.
  • Office Manager: W. T.
  • Financial Services Professional: P. L.

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