Robert Gerstemeier, MBA, CFP®, EA is the President and founder of Gerstemeier Financial Group, LLC a Fee-Only Registered Investment Advisory firm with offices located in Chicago and Naples. He has completed the Certificate in Financial Planning Program at Florida Institute of Technology and subsequently earned the Certified Financial Planner designation from the Certified Financial Planner Board of Standards. He conducted additional studies focused on developing estates and trusts for clients and is also an enrolled agent (EA) of the Internal Revenue Service. As an EA he is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels—examination, collection, and appeals—of the Internal Revenue Service. He attended Miami University on a U.S. Navy Scholarship and has also received an MBA from Embry-Riddle University.
Immediately prior to establishing Gerstemeier Financial Group, LLC Bob worked as a Financial Analyst in a financial planning organization that controlled more than $500 million of personal assets, corporate treasury accounts, and pension/profit sharing plans. While there, Bob worked with high-net worth individuals and corporate clients to develop comprehensive retirement plans and investment portfolios.
Bob has also spent significant time in the US Navy as a Naval Flight Officer operating reconnaissance aircraft from carriers in the Persian Gulf and Western Pacific regions. In addition to his flight duties, Bob served as the Squadron Legal Officer. In this capacity, he educated sailors about getting out of debt, establishing savings programs, and investing for retirement. He also developed and performed pre-deployment education seminars to inform sailors and their families on the importance of wills, power of attorneys, and financial preparation prior to their extended deployments. He spent time at the Pentagon in Washington, DC where he was selected to work on Naval Intelligence issues Near the end of 2009 he was recalled back to active duty and was sent to Afghanistan to be part of a Provincial Reconstruction Team (PRT).
Bob is an active member in the National Association of Personal Financial Advisors (NAPFA), an exclusive group of financial advisors that have a fiduciary duty to their clients. He also volunteers for local charities and is active in community organizations.
