Rob Bertman, CFA, CFP®

Rob Bertman, CFA, CFP®


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 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.