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Rob Bertman, CFP®

Eidelman Virant Capital

8000 Maryland Ave
Ste 380
St Louis, MO 63105
Phone: (314) 727-0519

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Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Budget & Debt Management
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Asset Allocation
  • Investment Management
  • Limited Partnerships
  • Mutual Funds
  • Getting Married
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Tangible Assets
  • Starting a Family
  • Sudden Wealth
  • Men's Finances
  • Nontraditional Households
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.