Expertise
Student loans, credit cards, investments, budgeting
Education
Rob completed a Bachelor of Science in Organizational Studies and a Minor in Mathematics at the University of Michigan.
Certifications
Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA)
More About Rob
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. Since beginning with SLP in 2017, Rob has written nearly a hundred blog posts for SLP, particularly on student loan repayment strategies for specific professions.
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.
The lastest from Rob
News

Republican attempts to repeal President Biden’s new SAVE plan failed to pass the Senate during a key vote last week
Student Loan Policy

More Than 5 Million Borrowers Enrolled in Biden’s New Student Loan Repayment Plan
Student Loan Policy

8 Tips for Reviewing and Fixing Student Loan Payment Errors Amid Widespread Servicing Problems
Student Loan Policy
