Eric Roberge is a CFP® and recognized financial expert helping clients, young professionals, and the media think about money in new ways. Eric and his innovative ideas and advice that encourage others to consider new possibilities for their financial lives has been featured in Entrepreneur, USA Today, The Boston Globe, CNBC, Fox Business, US News & World Report, and more. He also writes for major media outlets including Forbes, MONEY, and The Huffington Post.

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Awards & Recognition

Investment News 40 Under 40 Eric Roberge40 Under 40, Class of 2016
InvestmentNews’ 40 Under 40 project aims to reveal the tremendous potential in the financial advice industry by finding often unrecognized young talent doing remarkable things. Key attributes among the almost 1,200 nominations of advisors and associated professionals received each year are accomplishment to date, contribution to the industry, leadership, and promise.

Top 10 CFPs Under 36 Eric RobergeTop 10 CFPs Under 36
Wealth Management names 10 talented, independent CFPs as ones to watch in the industry for innovation and potential. These are up-and-coming advisors who built solid practices from a young age and continue to grow by catering to the next generation of clients.

financial-advisorTop 10 Young Advisors to Watch
Financial Advisor Magazine identifies individuals who embody the best quality young talent in the financial planning industry.

benzingalogo1-e1398179183800Top 10 Best Personal Finance Expert on Twitter
Benzinga listed 10 of the best people to follow on Twitter for personal finance tips on investing, budgeting, and more.