Eric Roberge

Founder, Beyond Your Hammock

Eric Roberge is the founder of Beyond Your Hammock based in Boston, MA. Eric helps motivated professionals connect with their values to create a financial plan and show them how to live the life they love.

As a Certified Financial Planner™ (CFP®), he’s on a mission to transform the financial planning industry. Through personalized financial coaching and investment guidance, he helps you organize your finances, set goals that matter to you, save and invest for your future, and take action in your career.

After working in the financial services industry for 12 years at State Street Bank, J.P. Morgan, and several independent financial planning firms, Eric founded Beyond Your Hammock to help successful professionals in their 30s and 40s navigate the personal finance landscape.

Eric was named one of The Top CFP Holders Under 36 by Wealth Management Magazine in 2016. He provides financial education through both his business and by writing for publications like Money, Forbes, USA Today, ABC News, CNBC, Entrepreneur Magazine, The Wall Street Journal, and more.

Eric is on the Board of Directors of the Massachusetts Financial Planning Association as the NexGen Director and frequently speaks at industry events and conferences. He earned anundergraduate degree in finance and entrepreneurship from Babson College and teaches entrepreneurship and financial literacy workshops to middle, high school, and college students in his free time.

Past Appearances

Your Money: April 24, 2018

Host Kent Smetters is joined by Drew Tignanelli (President, Financial Consulate), Steven Vernon (President; Research Scholar, Rest-of-Life Communications; Stanford Center on Longevity), and Eric Roberge (Founder, Beyond Your Hammock) on the Tuesday, April 24, 2018 edition of Your Money.Read More

Air Date: Tuesday, April 24, 2018

Your Money: May 16, 2017

Host Kent Smetters is joined by Rett Dean (Co-Founder, CFP, Riverchase Wealth Management), Eric Roberge (Founder, Beyond Your Hammock), and Laurence Kotlikoff (Professor of Economics; Presidential Election 2017 Independent Write-In; Creator of MaximizeMySocialSecurity.com and AnalyzeMyDivorceSettlement.com, Boston University) on the Tuesday, May 16, 2017 edition of Your Money.Read More

Air Date: Tuesday, May 16, 2017

Your Money: March 22, 2016

Host Kent Smetters is joined by Jim Stone (Author of the “Clear, Organized, and Motivated” Blog, Psychology Today), Eric Roberge (Founder, Beyond Your Hammock), and Tim Baker (Founder and CEO, WealthShape LLC) on the Tuesday, March 22, 2016 edition of Your Money.Read More

Air Date: Tuesday, March 22, 2016

Spotlight

On Wharton Business Radio

Your Money: November 6, 2018 Episode Featured ImageYour Money: November 6, 2018

Eric Roberge is the founder of Beyond Your Hammock based in Boston, MA. Eric helps motivated professionals connect with their values to create a financial plan and show them how to live the life they love. As a Certified Financial Planner™ (CFP®), he’s on a mission to transform the financialRead More

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