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Rob Bertman, CFA, CSLP®, CFP®

Rob Bertman, CFA, CSLP®, CFP®

Financial Advisor Team

Followers of Rob Bertman, CFA, CSLP®, CFP®2000 followers
location of Rob Bertman, CFA, CSLP®, CFP®Greater St. Louis

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  • Timeline

  • About me

    Director of Family Budget Services | Focus Partners -- I help clients spend less and argue less so they can accelerate towards their financial goals with confidence while keeping the lifestyle they love.

  • Education

    • CFP Board - Certified Financial Planner™

      -
      Financial Planning - Awarded CFP® Designation in January 2013

      For 50 years, CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements, and commit to CFP Board's ethical standards that require them to put their clients' interests first. That's why partnering with a CFP® professional gives consumers confidence today and a more secure tomorrow.www.cfp.netwww.letsmakeaplan.org

    • CFA Institute - Chartered Financial Analyst®

      -
      Financial and Investment Analysis - Awarded CFA Charter in September 2005

      A Chartered Financial Analyst (CFA®) charter is a designation given to those who have completed the CFA® Program and completed acceptable work experience requirements.The CFA Program is a three-part exam that tests the fundamentals of investment tools, valuing assets, portfolio management, and wealth planning. The CFA Program is typically completed by those with backgrounds in finance, accounting, economics, or business. CFA charterholders earn the right to use the CFA designation after… Show more A Chartered Financial Analyst (CFA®) charter is a designation given to those who have completed the CFA® Program and completed acceptable work experience requirements.The CFA Program is a three-part exam that tests the fundamentals of investment tools, valuing assets, portfolio management, and wealth planning. The CFA Program is typically completed by those with backgrounds in finance, accounting, economics, or business. CFA charterholders earn the right to use the CFA designation after program completion, application, and acceptance by CFA Institute. CFA charterholders are qualified to work in senior and executive positions in investment management, risk management, asset management, and more.www.cfainstitute.org Show less

    • CSLP Board of Standards - Certified Student Loan Professional

      2023 -
      CSLP Student Loans & Financial Planning

      The mission of the Certified Student Loan Advisors Institute is to help borrowers and their financial advisors make fully informed decisions about student loan repayment within the context of a comprehensive financial plan. https://cslainstitute.org/

    • University of Michigan

      1997 - 2001
      BS Organizational Studies/Mathematics Minor

      Activities and Societies: Amazin' Blue - Business Manager - Co-ed A'Cappella LeaderShape - Facilitator and Participant March of Dimes - Board Member www.umich.edu

  • Experience

    • Scudder Investments

      May 2001 - Feb 2002
      Financial Advisor Team

    • Trade Manage Capital

      Jul 2002 - Oct 2004
      SVP - Brokerage Operations

    • Eidelman Virant Capital

      Apr 2005 - Nov 2015
      Principal, VP-Sales & Client Service, Investment Advisor

    • Family Budget Expert

      Dec 2015 - Dec 2023
      Founder

    • Student Loan Planner

      Dec 2017 - Nov 2023
      Senior Consultant & Co-Lead Trainer

    • Buckingham Strategic Wealth

      Jan 2024 - Jun 2024
      Director of Family Budget Services

    • Focus Partners Wealth

      Jul 2024 - now
      Director of Family Budget Services

      Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do. Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.advisorinfo.sec.gov. What I post here is my opinion, not the opinion of my employer. This information is provided for general information purposes only and should not be construed as financial, tax, or legal advice. Show less

  • Licenses & Certifications

    • Certified Financial Planner™ - CFP®

      Certified Financial Planner Board of Standards, Inc.
      View certificate certificate

    • Chartered Financial Analyst® - CFA

      CFA Institute
      View certificate certificate

  • Volunteer Experience

    • Class of 2023

      Issued by Philanthropic Institute for Professional Advisors on Jan 2023
      Philanthropic Institute for Professional AdvisorsAssociated with Rob Bertman, CFA, CSLP®, CFP®

    • Director At Large

      Issued by CLAYTON RECREATION SPORTS AND WELLNESS COMMISSION INC on Sept 2023
      CLAYTON RECREATION SPORTS AND WELLNESS COMMISSION INCAssociated with Rob Bertman, CFA, CSLP®, CFP®

    • Board President

      Issued by University City Children's Center on Oct 2019
      University City Children's CenterAssociated with Rob Bertman, CFA, CSLP®, CFP®

    • Board Member

      Issued by Givable on Dec 2018
      GivableAssociated with Rob Bertman, CFA, CSLP®, CFP®