Rob Bertman is formerly a senior consultant with Student Loan Planner. He holds both the CFA and CFP® designations. He previously worked with Student Loan Planner for more than six years and has completed over 1,150 student loan consults, with over $300,000,000 in student loans advised on.
Rob is also the founder of Family Budget Expert, where he helps families save more, argue less & keep the fun.
When Rob's not consulting on student loans, he's parenting his three kids, playing basketball, researching the latest health/wellness trends, and serving as a home barista.
Rob Bertman is a senior consultant with Student Loan Planner. He holds both the CFA and CFP® designations. He's been working with Student Loan Planner for more than five years and has completed over 1,150 student loan consults with over $300,000,000 in student loans advised on.
Rob is also the founder of Family Budget Expert, where he helps families save more, argue less & keep the fun. Family Budget Expert provides corporate training in financial wellness, public speaking and workshops, and couples spending consults.
