CERTIFIED ADVISORY CORP
ALTAMONTE SPRINGS, FLORIDA

Founded in the heart of Central Florida in 1976, Certified Advisory Corp (CAC) has grown into one of the region's oldest and leading independent financial firms. With nearly three centuries of collective expertise among its team members, CAC offers a suite of services including retirement and asset management, investment planning, Social Security, estate, and 401(k) advising to families all across America for an uncomplicated fee. As an independently operating firm not swayed by outside influences or interests, CAC ensures their financial professionals have the freedom to recommend solutions that genuinely benefit clients, drawing from a broad spectrum of resources. This independence means they don't rely on sales commissions or incentive-based products. Instead, they foster trust in their fee-based services which are straightforwardly linked to managed assets. Committed to ethical integrity, CAC adheres to a stringent code of ethics and embraces ongoing education that sets them apart. Their Certified Financial Planner (CFP®) professionals serve as fiduciaries, fully dedicated to client interests above all else. This dedication is evident in their Fiduciary Pledge which ensures clients understand any potential conflicts of interest and confirms CAC doesn't accept referral fees or commissions based on financial product deals. Such high moral standards have earned the firm a rare recognition-awarded to just under 1% of advisors nationwide for excellence in investment management, governance, and operations. Led by its team of certified CFP® professionals, clients enjoy personalized guidance aimed at achieving long-term financial security. Headquartered in Altamonte Springs, FL, as a Domestic Profit Corporation (DOMP), the company operates under leadership from professionals like Sheri M. Cuff (President) and Joseph F. Bert (CEO). Certified Advisory Corp extends an invitation for no-pressure consultations to help address any client questions or financial planning requirements, reaffirming their commitment to guiding individuals towards a stable financial future.