Guided by a multi-generational team of financial professionals.

Robert W. Bertog, Jr., CFP® is a Managing Director – Wealth Advisor at Lynch McPeek of Clarity Wealth. Prior to joining the team Robert served as a Registered Associate at an Investment Management firm in Northbrook. Robert has his FINRA, Series 7, and 66 security registrations, and his life, health, disability and long-term care insurance license. In 2019, Robert earned his CERTIFIED FINANCIAL PLANNER® certification, adding another valuable designation to his professional range.

His role on the team focuses on advising high net-worth individuals, Business owners, and their extended families. He works closely with them on strategies to help achieve desired income goals in retirement, efficiently pass assets to heirs, and hedge against market volatility. Robert employs these strategies in developing comprehensive Estate Plan Strategies for our clients.

Robert graduated from Glenbrook South High School in Glenview and went on to earn his Bachelor of Science degree in Policy Analysis from Indiana University with a Minor in Business Foundations.

Robert is an active member of the Glenview Chamber of Commerce. Some of his hobbies include traveling, Golf, and following the Chicago Bears.