Charles Roberts Email & Phone Number
Founder and CEO @ Financial Freedom Planners™
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Charles Roberts Location
- Richmond, VA, US
Charles Roberts Work
- 2013 -now Founder and CEO @
- 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 @
- 1997 -2002 President and CEO @ Branch Cabell & Co,
- 1994 -1997 Director of Sales and Branches @ First of Michigan
- 1992 -1993 Eastern Regional Manager @
- 1989 -1992 St. Louis Complex Manager @
- 1986 -1989 Branch Manager and Acting Regional Sales Manager @
- 1979 -1986 Financial Advisor @
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
- 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 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.
Looking for a different Charles Roberts?
Find contact details for 700 million professionals.
Others Named Charles Roberts
Charles Roberts
Senior Director, Public Relations
Buffalo, NY, US
Charles Roberts
Partner
London, GB
Charles Roberts
Founder and Managing Director
England, United Kingdom
Charles Roberts
Director, Digital Solutions
Columbus, OH, US
Charles Roberts
SVP Clinical
United States
Charles Roberts
Executive Vice President and COO
Crown Point, IN, US
Top Financial Freedom Planners™ Employees
John Condon
Financial Advisor
Richmond, VA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co