Eric Roberge Cfp® Email and Phone Number
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Eric Roberge Cfp® personal email
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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.
Beyond Your Hammock
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FounderBeyond Your Hammock Aug 2013 - PresentBoston, Massachusetts, UsI 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.
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DirectorBabson College Alumni Association Sep 2012 - Jun 2016Babson Park, Ma, Us -
ChairmanBabson College Alumni Association Sep 2008 - Sep 2012Babson Park, Ma, UsThe 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.
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Executive CommitteeSt. John'S Preparatory School Alumni Association Aug 2009 - Jan 2016Danvers, Ma, UsAs 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. -
Financial AdvisorIndependent Financial Advisor Jan 2008 - Jul 2013
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Financial EducationHeartland Institute Of Financial Education Sep 2009 - Jan 2012Greenwood Village, Co, UsThe 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. -
Assistant Treasurer (Ric Tax)Jpmorgan Chase 2004 - 2007New York, Ny, Us -
Portolio AccountingState Street Corporation Jul 2002 - Oct 2004Boston, Massachusetts, Us
Eric Roberge Cfp® Skills
Eric Roberge Cfp® Education Details
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Babson CollegeEconomics -
St. John'S Prep
Frequently Asked Questions about Eric Roberge Cfp®
What company does Eric Roberge Cfp® work for?
Eric Roberge Cfp® works for Beyond Your Hammock
What is Eric Roberge Cfp®'s role at the current company?
Eric Roberge Cfp®'s current role is Financial advisor helping Boston area professionals use money as a tool to enjoy life now while also planning responsibly for the future.
What is Eric Roberge Cfp®'s email address?
Eric Roberge Cfp®'s email address is er****@****ire.com
What is Eric Roberge Cfp®'s direct phone number?
Eric Roberge Cfp®'s direct phone number is +197827*****
What schools did Eric Roberge Cfp® attend?
Eric Roberge Cfp® attended Babson College, St. John's Prep.
What skills is Eric Roberge Cfp® known for?
Eric Roberge Cfp® has skills like Finance, Strategic Financial Planning, Investments, Retirement Planning, Leadership, Asset Management, Financial Planning, Financial Services, Strategic Planning, Wealth, Risk Management, Management.
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