Robert Gerstemeier (CFP®, EA, MBA)

Robert Gerstemeier focuses in the
following client markets or areas of practice:

  • Business Owners
  • College/Education Planning
  • Corporate Executives
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

Asset management as it relates to wealth accumulation and preservation is the cornerstone of services at GFG.  Because it is so important to your long-term financial health, we take this step of the process very seriously.  Effective investment planning is no accident.  It requires thoughtful and rigorous analysis, including strict adherence to time-tested and proven strategies.  Additionally, on-going monitoring of both your personal situation and your portfolio’s performance are critical to achieving success in any investment program. 

Additional Information

Author of, Planning Your Retirement: A Practical Guide for Turning Your Dreams Into Reality.

What is the book about? In Planning Your Retirement, I draw on twenty years of experience to remove the guesswork and outline the steps you need to take to prepare for a comfortable retirement. These strategies will help you navigate and identify the right investments, plan your estate, decide when to retire, and ensure you’ll be able to cover all your needs when the time comes. 

 

NAPFA Start Date

July 25, 2003

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This Office

6851 Clubside Dr Loveland, OH 45140-6040 Phone: (513) 898-9973 Fax: (469) 398-0448

Other Offices

1415 22nd St. Tower Floor Oak Brook, IL 60523 Phone: (630) 420-6601 Fax: (468) 398-0448