Financial Planner in Boston Massachusetts
Eric Roberge, CFP® leads interactive talks, sessions, and workshops that help his audiences transform the way they see, talk about, and use money in the their lives.
His engaging speaking style paves the way for new perspectives, challenges the status quo, and opens up the possibilities for event attendees to get deep insights and clear takeaways.
With experience giving hundreds of talks and presentations to corporations, at conferences, for private events, and more, Eric provides event planners and conference coordinators a chance to engage audiences in an entirely new way with an experienced, professional, and captivating speaker.
InvestmentNews: 40 Under 40
WGBH & Boston Public Library Present: Financial Fitness for Folks Under 40 with Eric Roberge
Event starts at 10:10 in the live stream video replay.
InvestmentNews: The time is now for young financial advisors
InvestmentNews Interview: How to Attract A New Generation of Clients
Financial Planning Association Feature: The Support System for the Next Generation of Financial Advisors
NAPFA Genesis, Webinar
"Ask Me Anything" with Eric Roberge
eMoney Summit, Orlando FL
FlexGen Power Hour, Featured Speaker
Planning Considerations for Millennials, Panelist
FinCon18, Orlando FL
Why Bloggers Beat Financial Advisors at Giving Financial Advice (and What Advisors Need to Do to Catch Up and Win Back Their Audience)
XYPNLive, St. Louis MO
Creating a Repeatable Financial Planning Process, Moderator
General Assembly, Boston MA
Get It Together: Personal Finance Hacks in 2018
Boston Public Library x WGBH, Boston MA
Financial Fitness for Folks Under 40
So Money with Farnoosh Torabi: Eric Roberge, Certified Financial Planner and How to Build My (DIY) Financial Plan
FPA Activate: Finding Your Fit in the Financial Planning Profession
Success Hackers Podcast: Eric Roberge Teaches 30- and 40-Year-Olds How to Build Wealth
Life Skills That Matter: Creating the New Financial Security with Eric Roberge
XY Planning Network Podcast: The Career of Eric Roberge – How He Built a Business to Support the Life of His Dreams
XY Planning Network Podcast: Building a Virtual Firm by Marketing Locally with Eric Roberge
Company of One: Preparing for a Change | Interview with Eric Roberge [Podcast]
Business Insider: Here Are the Best 7 Pieces of Advice I Can Give About Money in Your 30s
Forbes: 6 Things That Will Help You Grow Wealth (That Most People Won't Do)
Money Magazine: Here’s a good reason not to fund your 401(k)
Business Insider: I'm a Financial Planner -- Here's Why I Won't Buy a Home
Catch up on my latest columns. I write something new every month at:
Boston Globe: Financial planning for the ages
CNN Money: The stock market is scary. But here's why you still should invest
CNBC: Advisors go high-tech to better serve savvy clients
Wall Street Journal: How parents can help their children pay off student loans
Washington Post: Balancing Act: Why millennials are taking their time reaching financial milestones
USA Today: For millennials, goal is financial freedom
US News & World Report: Why millennials are shunning traditional financial tools