• 5+ years of experience in content and creative marketing
  • Founder of Creative Advisor Marketing, a content marketing firm geared toward financial advisors
  •  Current director of marketing and operations for Beyond Your Hammock, a financial planning firm

Experience

Kali Roberge has more than five years of experience in content and creative marketing. In 2013, she founded Creative Advisor Marketing, which helps financial advisors create content, expand their market share and generate growth. She has also worked as a marketing director for Boston Business Women, which promotes growth among the city’s female entrepreneurs.

Kali is the director of marketing and operations for Beyond Your Hammock, a financial planning firm based in Boston, Massachusetts, that specializes in helping people in their 30s and 40s use money as a tool to live a satisfying life right now — while still planning responsibly for tomorrow. She is also the co-host of the Beyond Finances podcast. Kali's written work has appeared in Business Insider, Magnify Money and Trulia. Her expertise ranges from personal finance, debt and credit, real estate and entrepreneurship.

Education

Kali graduated from Kennesaw State University with a bachelor’s degree in history and professional writing. She also received a certificate in grant writing, professional, technical business and scientific writing from Kennesaw State University.