Charles Roberts Location
Richmond, VA, US
Charles Roberts Work
- 2013 - now Founder and CEO @ Financial Freedom Planners™
- 2013 - now Member @ Garrett Planning Network
- 2009 - 2013 Chief Executive Officer @ Cambridge Advisors
- 2006 - 2007 Chief Operating Officer @ Thompson Davis
- 2003 - 2005 Chairman, Wealth Management Services @ Middleburg Bank
- 1997 - 2002 President and CEO @ Branch Cabell & Co,
- 1994 - 1997 Director of Sales and Branches @ First of Michigan
- 1992 - 1993 Eastern Regional Manager @ Stifel Financial Corp.
- 1989 - 1992 St. Louis Complex Manager @ UBS Group AG
- 1986 - 1989 Branch Manager and Acting Regional Sales Manager @ Wells Fargo
Charles Roberts Education
- The Wharton School
(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
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 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 4 emails and 1 mobile phone numbers on RocketReach.
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Top Financial Freedom Planners™ Employees
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Charles Roberts
Founder and CEO at Financial Freedom Planners™
Richmond, VA, US45+
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