Eric Roberge Cfp®
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Eric Roberge Cfp® Email & Phone Number

Financial advisor helping Boston area professionals use money as a tool to enjoy life now while also planning responsibly for the future at Beyond Your Hammock
Location: Boston, Massachusetts, United States 8 work roles 2 schools
1 work email found @55retire.com 4 phones found area 978 and 781 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 4 phones

Work email e****@55retire.com
Direct phone (978) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Financial advisor helping Boston area professionals use money as a tool to enjoy life now while also planning responsibly for the future
Location
Boston, Massachusetts, United States

Who is Eric Roberge Cfp®? Overview

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Quick answer

Eric Roberge Cfp® is listed as Financial advisor helping Boston area professionals use money as a tool to enjoy life now while also planning responsibly for the future at Beyond Your Hammock, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at 55retire.com, phone signal with area code 978, 781, and a matched LinkedIn profile for Eric Roberge Cfp®.

Eric Roberge Cfp® previously worked as Founder at Beyond Your Hammock and Director at Babson College Alumni Association. Eric Roberge Cfp® holds Bachelor Of Science, Finance, Accounting, Economics from Babson College.

Company email context

Email format at Beyond Your Hammock

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{first}@55retire.com
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AeroLeads found 1 current-domain work email signal for Eric Roberge Cfp®. Compare company email patterns before reaching out.

Profile bio

About Eric Roberge Cfp®

We help motivated professionals in their 30s and 40s by providing fee-only fiduciary advice, investment management, and financial planning in Boston, MA and Cambridge, MA. While we’re based in Massachusetts, we also meet and work with clients virtually across the United States.The BYH Wealth Management program combines financial planning and investment management strategies to give you full control of your financial situation. We provide not just professional guidance and advice, but an ongoing, organized process and clear framework for making smarter money decisions you can actually feel good about making.The purpose of financial planning is to empower you to make well-informed and mindful decisions because you understand the impact of your choices. This allows you to truly use money as a tool not just to build your wealth over time, but also enjoy life along the way.When we guide our clients through our planning process, we develop financial strategies that outline the actions to take to achieve specific goals and grow assets that can support a desired lifestyle in the future — while fully enjoying important experiences in the present. Together, we'll collaborate to create a customized roadmap from where you are today to where you want to go tomorrow.

Listed skills include Finance, Strategic Financial Planning, Investments, Retirement Planning, and 20 others.

Current workplace

Eric Roberge Cfp®'s current company

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Beyond Your Hammock
Beyond Your Hammock
Financial advisor helping Boston area professionals use money as a tool to enjoy life now while also planning responsibly for the future
AeroLeads page
8 roles · 23 years

Eric Roberge Cfp® work experience

A career timeline built from the work history available for this profile.

Founder

Current

Boston, Massachusetts, Us

I help people use money as a tool to enjoy life today, while still planning responsibly for tomorrow.My name is Eric Roberge. I'm a CFP® and the founder of Beyond Your Hammock. Through the work I do with my clients, I provide fee-only, fiduciary advice, investment management, and financial planning in Boston.My goal is to help you achieve financial clarity, make mindful and informed decisions, and use your money as a tool to design a life that you love now and in the future.Henry Ford once said, “Whether you think you can, or you think you can't--you're right.” I’m here to help those who think they can achieve financial freedom actually do it.

Aug 2013 - Present

Chairman

Babson Park, Ma, Us

The Financial Services Career Affinity Group provides members of the Babson community -alumni, students, faculty, and staff with a forum to promote professional development and peer networking. First class events will host industry leaders and analysts, support professional education, and will focus on current topics that are of concern to everyone in the financial industry.The Financial Services Career Affinity Group hopes to provide a venue to maintain the Babson spirit and reconnect with the Babson community on a professional level.

Sep 2008 - Sep 2012

Executive Committee

Danvers, Ma, Us

As the networking Chair, I look to increase awareness of alumni activities and networking efforts. Our alumni population has tremendous power when joined together as a unified group. Such a unification benefits not only our Alma Mater, but also the alumni community and our individual initiatives as well. I also focus on helping current students and recent graduates from a mentoring perspective and welcome all alumni contact. Together we can strengthen our network.

Aug 2009 - Jan 2016

Financial Advisor

Independent Financial Advisor
Jan 2008 - Jul 2013

Financial Education

Greenwood Village, Co, Us

The Heartland Institute is a national nonprofit that has partnered with universities across the country to provide non-solicitous workplace learning as a turnkey solution that complements HR strategies when dealing with employee financial worries that effect job performance. With so many employees feeling the stresses of the current economy, companies are concerned about the health and productivity of the workforce, seeking ways to retain talented workers and improve the bottom line. We help employers implement flexible programs providing college sponsored courses in the area of comprehensive financial wellness. These courses not only cover basic retirement strategies, but also include more pertinent subjects such as budgeting, debt management, college planning and many more, all at no cost to the employer.

Sep 2009 - Jan 2012

Assistant Treasurer (Ric Tax)

New York, Ny, Us

2004 - 2007 ~3 yrs
2 education records

Eric Roberge Cfp® education

Bachelor Of Science, Finance, Accounting, Economics

Babson College

Education record

St. John'S Prep
FAQ

Frequently asked questions about Eric Roberge Cfp®

Quick answers generated from the profile data available on this page.

What company does Eric Roberge Cfp® work for?

Eric Roberge Cfp® works for Beyond Your Hammock.

What is Eric Roberge Cfp®'s role at Beyond Your Hammock?

Eric Roberge Cfp® is listed as Financial advisor helping Boston area professionals use money as a tool to enjoy life now while also planning responsibly for the future at Beyond Your Hammock.

What is Eric Roberge Cfp®'s email address?

AeroLeads has found 1 work email signal at @55retire.com for Eric Roberge Cfp® at Beyond Your Hammock.

What is Eric Roberge Cfp®'s phone number?

AeroLeads has found 4 phone signal(s) with area code 978, 781 for Eric Roberge Cfp® at Beyond Your Hammock.

Where is Eric Roberge Cfp® based?

Eric Roberge Cfp® is based in Boston, Massachusetts, United States while working with Beyond Your Hammock.

What companies has Eric Roberge Cfp® worked for?

Eric Roberge Cfp® has worked for Beyond Your Hammock, Babson College Alumni Association, St. John'S Preparatory School Alumni Association, Independent Financial Advisor, and Heartland Institute Of Financial Education.

How can I contact Eric Roberge Cfp®?

You can use AeroLeads to view verified contact signals for Eric Roberge Cfp® at Beyond Your Hammock, including work email, phone, and LinkedIn data when available.

What schools did Eric Roberge Cfp® attend?

Eric Roberge Cfp® holds Bachelor Of Science, Finance, Accounting, Economics from Babson College.

What skills is Eric Roberge Cfp® known for?

Eric Roberge Cfp® is listed with skills including Finance, Strategic Financial Planning, Investments, Retirement Planning, Leadership, Asset Management, Financial Planning, and Financial Services.

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