Rob Bertman, CFA, CFP

Rob Bertman, CFA, CFP, provides workshops and consultations in financial wellness for families and corporations. Based in St. Louis, he formerly worked as an investment adviser and brokerage operations manager for 15 years. FamilyBudgetExpert.com

Articles by this author

Personal Finances

Strategies to Simplify Your Money… and Your Life

September 15, 2022

When we look to improve or alter our financial lives, we instinctively add stuff. The result? An unwieldy mess of too many credit cards, accounts,...