 The cool thing about having your own company that is focused on younger professionals is that it's an anomaly, They remember me because I am the only person they've ever met who does this."Eric Roberge |
Nearing Milestone, Network for Young Advisors Mines 'Untapped Market'
Finacial Planning, February 2016
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Summary: Eric Roberge's career as a financial planner began in frustration. He slogged through mutual fund-related tax work in his first job at J.P. Morgan. He broke out as an advisor just as the market was crashing in 2008. The founder of a firm where he worked dangled the prospect of his buying the practice, but wouldn’t commit.
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