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Eric Roberge CFP and Entrepreneur engaging in life.
Certified Financial Planner and Founder at Beyond Your Hammock, helping professionals in their 20s and 30s use money as a tool to live a life they love. Engaging millennials is a challenge and I can show you how to create a financial planning process to do it. Launching my business helped me experience the freedom to live on my terms and work with the clients I enjoy, and I'd love to help you bring your vision to life too.
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Finance
Leadership
Strategic Planning
Risk Management
Financial Planning
Strategic Financial Planning
Wealth
Estate Planning
Retirement Planning
Asset Management
Member since April 2014
Areas of Expertise
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ER$5/min per minuteNew ArrivalLaunching a Financial Planning Firm or Inquiring About Gen X & Gen Y PlanningEric RobergeCreated 11 years agoI am a Certified Financial Planner Professional, entrepreneur and founder of Beyond Your Hammock, where I empower professionals in their 20s and 30s to use money as a tool to live a life they love. Engaging Millennials is a challenge and I can show you how to create a financial planning process to do it. Launching my business helped me experience the freedom to live on my terms and work with the clients I enjoy, and I'd love to help you bring your vision to life too. I graduated from Babson College with a concentration in finance, accounting and entrepreneurship. For the next 6 years I worked with mutual funds in the corporate world at State Street Bank and JPMorgan. I then left to become a financial planner, quickly realizing that the industry needed a change. I launched my business to lead that charge and I'm loving every minute of it.Eric RobergeNew Arrival
Finance
Leadership
Strategic Planning
Risk Management
Financial Planning
Strategic Financial Planning
Wealth
Estate Planning
Retirement Planning
Asset Management
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