Certified Financial Group
Finance · Florida, United States · 11-50 Employees
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Overview
Headquarters
1111 Douglas Ave, Altamonte Springs, Flo...Phone Number
(407) 869-9800Website
www.financialgroup.comRevenue
$6.8 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
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Apr
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Jun
ZI Rank
1
2
1
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2
1
About Certified Financial Group
Certified Financial Group, Inc. is one of the oldest and largest independent financial planning firms in Central Florida, providing comprehensive financial services since 1976. Their team of Certified Financial Planner professionals specializes in retirement planning, investment management, social security planning, and estate planning, catering to both individuals and employers. The firm emphasizes a fiduciary approach, ensuring that their advisors work in the best interest of their clients. With nearly 400 years of combined experience, they aim to deliver peace of mind and financial security to families across the country.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Certified Financial Group
$6.8M
11-50
Private
<$5M
1976
KA
Kathleen AnezHR Chief Operating Officer & Director
Company Profile Activity
Activity Insights
Certified Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.
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Certified Financial Group financials insights
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2020
Debt
$350K
Certified Financial Group Tech Stack
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Certified Financial Group News & Media
Certified Financial Group Named Among Top 100 Financial Advisors by CNBC
Firm ranked by CNBC in the FA 100, which takes into consideration a variety of factors beyond assets under management, recognizes those advisory firms that help clients navigate through their financial life. ALTAMONTE SPRINGS, Fla., Dec. 2, 2025 /PRNewswire-PRWeb/ -- Certified Financial...Certified Financial Group Begins Tenth Year of CEFEX Certification
Certified Financial Group earns CEFEX Certification for the tenth consecutive year, reaffirming commitment to fiduciary excellence ALTAMONTE SPRINGS, Fla., Sept. 29, 2025 /PRNewswire-PRWeb/ -- Certified Financial Group, Inc. (CFG), one of Central Florida's oldest and largest independent...Certified Financial Group Announces Addition of Dillon Little CFP®,, AIF® to Growing List of Certified Financial Planners
17th Planner Added to The Team of CFP® Professionals ALTAMONTE SPRINGS, Fla., Nov. 18, 2024 /PRNewswire-PRWeb/ -- Certified Financial Group, is proud to share the addition of Dillon Little, CFP®, AIF® to their team of Certified Financial Planner Professionals. Dillon's commitment to...Certified Financial Group Partners With University of Florida's Warrington College of Business as a Gold Sponsor
Central Florida financial firm teams up with UF for a partnership to foster career opportunities and industry growth while students complete their studies. ALTAMONTE SPRINGS. Fla., Nov. 4, 2024 /PRNewswire-PRWeb/ -- Certified Financial Group is officially a Gold Sponsor of the Personal...
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Certified Financial Group, Inc. is one of the oldest and largest independent financial planning firms in Central Florida, providing comprehensive financial services since 1976. Their team of Certified Financial Planner professionals specializes in retirement planning, investment management, social security planning, and estate planning, catering to... Read More
