Eric Roberts


Investment Consultant & Retirement Educator

Eric Roberts specializes in retirement and financial education, corporate retirement plans and design, fiduciary liability, and investments. He is a trusted advisor by clients and others who benefit from his over 30 years of financial industry experience.

Eric has a Master’s degree in Business Administration from Butler University and a Bachelor of Science degree in Finance and Business Administration from Indiana State University. He is an Accredited Investment Fiduciary and holds Series 63 and 65 professional designations.

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