Rob Bertman, CFA, CFP®

Rob Bertman, CFA, CFP®

Former Senior Student Loan Advisor


Student loans, credit cards, investments, budgeting


Rob completed a Bachelor of Science in Organizational Studies and a Minor in Mathematics at the University of Michigan.


CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Analyst (CFA)

More About Rob

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.