Charles Roberts Email & Phone Number
Founder and CEO @ Financial Freedom Planners™
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Charles Roberts Location
- Richmond, VA, US
Charles Roberts Work
- Founder and CEO @ (May 2013 - Present)
- Member @ Garrett Planning Network (June 2013 - Present)
- Chief Executive Officer @ Cambridge Advisors (July 2009 - June 2013)
- Chief Operating Officer @ Thompson Davis (April 2006 - September 2007)
- Chairman, Wealth Management Services @ (April 2003 - October 2005)
- President and CEO @ Branch Cabell & Co, (January 1997 - January 2002)
- Director of Sales and Branches @ First of Michigan (January 1994 - January 1997)
- Eastern Regional Manager @ (January 1992 - January 1993)
- St. Louis Complex Manager @ (January 1989 - January 1992)
- Branch Manager and Acting Regional Sales Manager @ (January 1986 - January 1989)
- Financial Advisor @ (January 1979 - January 1986)
Charles Roberts Education
- The Wharton School
Securities Industry Institute (Securities Industry Institute)
1987-1990 - College for Financial Planning
CFP (Financial Planning)
1982-1986 - Penn State University
BA with Honors (Economics)
1970-1974
Charles Roberts Skills
- Alternative Investments
- Estate Planning
- Financial Advisory
- Series 63
- Certified Financial
- Financial Planners
- Wealth Coach
- Retirement Savings
- Fixed Annuities
- Economics
- Bonds
- Wealth Preservation Planning
- Mergers
- Executive Management
- Insurance
- Retirement Planning
- Wealth Management Services
- Portfolio Management
- IRAs
- Consultation
- Investments
- Finance
- Wealth Preservation
- 401k
- Investment Advisory
- Asset Allocation
- Strategy
- Asset Managment
- Financial Services
- Wealth Management
- Life Insurance
- Mutual Funds
- Business Planning
- Strategic Financial Planning
- Investment Strategies
- Wealth Accumulation
- Asset Management
- Certified Financial Planner
- Long Term Care
- Investment Advisory Services
- Wealth
- Succession Planning
- Personal Finance
- Strategic Financial
- ETFs
- Due Diligence
- Retirement
- Mergers and Acquisitions
- Options
- Series 7
- Securities
- Financial Markets
- Investment Management
- Wealth Accumulation Strategies
Charles Roberts Summary
- Charles Roberts, based in Richmond, VA, US, is currently a Founder and CEO at Financial Freedom Planners™. Charles Roberts brings experience from previous roles at Garrett Planning Network, Cambridge Advisors, Thompson Davis and Middleburg Bank. Charles Roberts holds a 1987 - 1990 Securities Industry Institute in Securities Industry Institute @ The Wharton School. With a robust skill set that includes Alternative Investments, Estate Planning, Financial Advisory, Series 63, Certified Financial and more. Charles Roberts has 3 emails and 1 mobile phone numbers on RocketReach.
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