Aaron Bert Email & Phone Number
CERTIFIED FINANCIAL PLANNER™ professional @ Certified Financial Group, Inc.
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Aaron Bert Location
- Altamonte Springs, FL, US
Aaron Bert Work
- 2008 -now CERTIFIED FINANCIAL PLANNER™ professional @
- 2005 -2008 Engineer @
- 2000 -2005 Medical Service Corps @
- 2000 -2005 Medical Service Corps Officer @
Aaron Bert Education
- College for Financial Planning
Certificant (CFP® Professional Education Program)
2008-2009 - University of Arizona, Eller College of Management
Master of Business Administration (M.B.A.) (Business Administration and Management, General)
2001-2003 - United States Air Force Academy
Bachelor of Science (Management)
1996-2000
Aaron Bert Skills
- Leadership
- Financial Advisory
- Public Speaking
- Pensions
- Retirement Planning
- Portfolio Management
- Investments
- Process Improvement
- Strategic Planning
- Asset Allocation
- Investment Advisory
- Wealth Management
- Mutual Funds
- Strategic Financial Planning
- Microsoft Office
- Program Management
- Risk Management
- Asset Management
- Microsoft Excel
- Financial Analysis
- Project Management
- Strategic Financial
- Research
- Retirement
- Series 7
- Investment Management
Aaron Bert Summary
- Aaron Bert, based in Altamonte Springs, FL, US, is currently a CERTIFIED FINANCIAL PLANNER™ professional at Certified Financial Group, Inc.. Aaron Bert brings experience from previous roles at Turner Construction, US Air Force and United States Air Force. Aaron Bert holds a 2008 - 2009 Certificant in CFP® Professional Education Program @ College for Financial Planning. With a robust skill set that includes Leadership, Financial Advisory, Public Speaking, Pensions, Retirement Planning and more. Aaron Bert has 1 emails and 3 mobile phone numbers on RocketReach.
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