Rob Bettermann founded Capstone Financial Planning with a clear vision that remains true today: provide clients with customized financial planning services to help them reach their financial goals and enhance the quality of their lives.
Since 1996, Rob has specialized in helping federal employees understand their government benefits from a financial planning perspective and make the best choices for their retirement and personal situation.
Rob earned his Bachelor of Science in Business, holds the Registered Financial Consultant (RFC®) designation, and has been awarded the widely recognized Ethics Approved Status. Rob is also an active member in the community. He is a Life Member of the Navy League of the United States and is active in the Lake County Chapter of the National Active and Retired Federal Employees Association (NARFE).
When not in the office Rob enjoys spending quality time with his family and friends, playing golf, and boating on Lake Michigan.