Where does Rob Bertman work?

Rob Bertman is Director of Family Budget Services of Budget Services.

What companies did Rob Bertman found?

Rob Bertman founded Budget Services.

Where did Rob Bertman go to school?

Rob Bertman studied at CFP Board - Certified Financial Planner™ (Financial Planning - Awarded CFP® Designation in January 2013); CFA Institute - Chartered Financial Analyst® (Financial and Investment Analysis - Awarded CFA Charter in September 2005); University of Michigan (BS, Organizational Studies/Mathematics Minor).

Rob Bertman

Founder

Director of Family Budget Services at Budget Services

Greater St. Louis

FoundedBudget Services

Find your path to Rob

132 people in our graph share verified history with Rob — schools, employers, funds. One of them is your warm intro.

Zach PoleyunlockedRob: together at University of Michigan (1999–2001)

×11Rob: together at University of Michigan

Director of Family Budget Services at Budget Services

Intro paths

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In turn, Rob can intro founders to Budget Services's investors below.

Budget Services's investors · 1

Focus Partners WealthHingham

Experience

Focus Partners WealthDirector of Family Budget Servicescurrent2024 — present
Buckingham Strategic WealthDirector of Family Budget Services2024St Louis, Missouri, United States
Family Budget ExpertFounder2015 — 2023Greater St. Louis
Student Loan PlannerSenior Consultant & Co-Lead Trainer2017 — 2023
Eidelman Virant CapitalPrincipal, VP-Sales & Client Service, Investment Advisor2005 — 2015Greater St. Louis Area
Trade Manage CapitalSVP - Brokerage Operations2002 — 2004New York City Metropolitan Area
Scudder InvestmentsFinancial Advisor Team2001 — 2002Greater Chicago Area

Skills & more

Marketing Strategy4Investment Management26Securities15Retirement Planning6Public Speaking5Budgets2Strategic Planning9Operations Management2Personal Financial Planning4Value Investing2Management6Investments32

+8 more

EntrepreneurshipFinancial AnalysisEquity ResearchAsset AllocationMutual FundsInvestment AdvisoryInvestment StrategiesSmall Business

Certified Financial Planner™ - CFP® — Certified Financial Planner Board of Standards, Inc.
Chartered Financial Analyst® - CFA — CFA Institute

From Rob's professional profile.

Frequently asked questions

Who is Rob Bertman?: Director of Family Budget Services at Budget Services
Where does Rob Bertman work?: Rob Bertman is Director of Family Budget Services of Budget Services.
What companies did Rob Bertman found?: Rob Bertman founded Budget Services.
Where did Rob Bertman go to school?: Rob Bertman studied at CFP Board - Certified Financial Planner™ (Financial Planning - Awarded CFP® Designation in January 2013); CFA Institute - Chartered Financial Analyst® (Financial and Investment Analysis - Awarded CFA Charter in September 2005); University of Michigan (BS, Organizational Studies/Mathematics Minor).