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Eric Roberts

Eric Roberts

Princeton, Mercer

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About Eric Roberts:

Personal well-being requires plans for financial wellness


Projects to guide small business owners to obtain protection, plan for financial growth and succession; families seeking guidance to achieve financial wellness, plan for retirement and legacy; creation of strategies to provide quality of life for families with Special Needs relative.

Experience

Financial services provider, business owner

Education

M.A., Brown University

B.A., Drexel University

Graduate Studies, UCLA; Rand Graduate Institute of Policy Studies

 

Informal education centers on client experiences with college funding, small business preservation and families with Special Needs

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