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portrait of Eric W Roberts
FINANCIAL ADVISOR

Eric W Roberts

CFP®
123 East Main Street, Ravenna, OH 44266opens in a new window
Accepting New Clients
Serving clients with $100,000
CallSend Me a Message

About Eric

I am a CERTIFIED FINANCIAL PLANNER® professional and am dedicated to assisting individuals, families and business owners in achieving their financial objectives. With a focus on providing holistic financial advice tailored to the unique needs of each client, I strive to empower my clients with the knowledge and strategies necessary for long-term success. I hold a Bachelor of Business Administration in finance from Kent State University and an MBA in organizational leadership from Ashford University, which provide a strong foundation for my financial practice.

My professional journey began with four years of honorable service in the United States Marine Corps, where...

Focus Areas

  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Military Professionals & Veterans
  • Entrepreneurs & Business Owners
  • Healthcare Professionals
  • Manufacturing Professionals

Work History

  • Edward JonesFebruary 2021 to Current
  • T-Mobile USAApril 2006 to September 2020

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Ashford UnversityMaster of Business Admin
  • Kent State Univ-KentBachelor of Business Admin

Personal Interests

  • Spending Time with Family
  • Backpacking
  • Camping
  • Fishing
  • Traveling

Team Members

  • Charlotte Vayner
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(330) 297-6882

Fax

(888) 212-8768

Office Address

123 East Main Street
Ravenna, OH 44266opens in a new window

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