CERTIFIED ADVISORY CORP
ALTAMONTE SPRINGS, FLORIDA

Certified Advisory Corp (CAC), a registered investment advisor affiliated with Certified Financial Group, offers independent financial planning services through its network of certified professionals. With roots dating back to Central Florida in 1976 and nearly 300 years of combined experience among its team, CAC is recognized as one of the oldest and largest independent financial firms in the region. The firm excels in delivering retirement planning, asset management, investment planning, Social Security planning, estate planning, and 401(k) services to families across the country for a fee. As an independent entity not owned or influenced by third-party interests, CAC ensures its planners have complete flexibility to provide suitable financial solutions sourced from a wide array of options. This structure eliminates reliance on commissions or incentive-based products, fostering trust through fee-based advisory services tied to assets under management. CAC’s commitment to ethical practices is underscored by their adherence to a stringent code of ethics and continuing education requirements exceeding those typically found in the industry. Their CFP® (Certified Financial Planner) professionals are trusted fiduciaries dedicated to acting in clients' best interests, as demonstrated by their Fiduciary Pledge. This pledge ensures transparency regarding any potential conflicts of interest and precludes accepting referral fees or commissions contingent on financial product transactions. CAC's dedication to fiduciary excellence has distinguished the firm within the advisory community, holding a rare distinction awarded to fewer than 1% of advisors nationally for their high standard practices in investment management, governance, and operations. With certified CFP® professionals at the helm, clients benefit from comprehensive and personalized financial guidance tailored to achieve long-term financial peace of mind. The company's headquarters are located in Altamonte Springs, FL, where it maintains its status as a DOMP (Domestic Profit Corporation). Overseeing its operations are officers such as Sheri M. Cuff and Joseph F. Bert, who hold vital leadership roles as President and Chief Executive Officer, respectively. Certified Advisory Corp invites engagement through no-obligation visits to address clients' financial inquiries or planning needs, reinforcing their mission to guide individuals toward a secure financial future.