Family Office

Certified Advisory Corp (CAC)

Certified Advisory Corp is a US wealth management firm with headquarters in Altamonte Springs, Florida. It operates as an affiliate of the Certified Financial Group, alongside Certified Insurance Corp and Certified Benefits Corp.

Assets Under Management
$1B-$10B
Headquarters
Altamonte Springs, Florida

Decision-makers

Joseph Bert
Chief Executive Officer
Justin Spitler
Assistant Portfolio Manager
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