Eric Roberge - Retirement Plan Consulting - United Capital

Eric Roberge, CFP®

Independent Presenter and Financial Counselor

Eric Roberge is an independent Presenter working with the PFE Group*. He is a practicing Certified Financial Planner™ practitioner and has conducted workshops nationally since 2015. Eric is the founder of Beyond Your Hammock, a Registered Investment Adviser that helps professionals in their 30s and 40s do more with their money.

In 2016, InvestmentNews named Eric to their exclusive 40 Under 40 list, Wealth Management Magazine called him one of the top 10 CFPs under 36, and Financial Advisor Magazine said he was one of the top 10 Young Advisors to Watch**. He has shared his innovative financial planning and money management techniques in the Wall Street Journal, CNBC, and USA Today, and writes articles for Forbes, The Huffington Post, and MONEY Magazine. Eric has presented at major industry conferences across the country. His previous experience as a mutual fund analyst at State Street Bank and assistant treasurer at JPMorgan Chase provides him with a well-rounded perspective which he openly shares with his audiences.

Eric graduated from Babson College in 2002, and has been a member of the alumni association board of directors since 2012. He is also a founding member of the XY Planning Network, an active member of NAPFA, and sits on the board of the Massachusetts Financial Planning Association.

* Independent Presenters/Financial Counselors are contracted by PFE to deliver financial education only. Any and all financial counseling services provided for PFE and its clients is in a non-fiduciary capacity and should be considered general/educational only. It should not be considered financial planning, investment, tax or legal advice.

** Awards not indicative of investment performance.