Chuck Roberts is a pioneer assisting people in reaching their goals through financial and investment planning. For over 30 years he has had the distinct honor of helping people build brighter financial futures. In addition to earning a BA with honors in Economics at the Pennsylvania State University, he graduated from the Securities Industry Institute at the Wharton School of University of Pennsylvania, and the College of Financial Planning.
Early in career, Chuck recognized the value in becoming a financial problem solver for clients, and is an early graduate of the College of Financial Planning. He is a CERTIFIED FINANCIAL PLANNER™ professional, is licensed as an Investment Advisor with the Commonwealth of Virginia, and is a Financial Advisor. In addition, he has been active in the National Association of Securities Dealers (now FINRA), where he served on the District 7 and Consultative Committees.
One of the unique principles at Financial Freedom Planners is no net worth or investable asset requirements to become a client. After many years of increasingly greater complexity, uncertainty, and economic challenges facing American families, they felt compelled to serve people from all walks of life ... not just the affluent or the wealthy. The firm's mission is to help make competent, objective advice accessible to all people.
Financial Freedom Planners™ © 2019 | All Rights Reserved
3741 Westerre Parkway | Suite C | Richmond, VA | 23233 | US
Charles R. Roberts, CFP®, is the founder and Chief Executive Officer of Financial Freedom Planners™. In building and managing the firm, his guiding principle is to be the financial planner he would want to hire. That is, one who:
...gives clients the straight answers they need to make good financial decisions.
...develops recommendations based on solid experience, thorough analysis, and up-to-date knowledge.
...is compensated in a fair, clear, transparent manner free of conflict of interest.
Some people decide to do their own financial planning, but you may want to seek help from a Certified Financial Planner™ professional if you:
If any of the above questions apply to you, it's time to call Financial Freedom Planners..
Financial Freedom Planners is a proud member of The Garrett Planning Network, Inc., an international affiliation of Fee-Only financial advisors dedicated to serving people from all walks of life on an hourly, as-needed basis. Founded by Sheryl Garrett, CFP®, a well-known financial planner, book author and industry consultant who has thrice been named “one of the Top 25 most influential people in financial planning, the network is listed as the financial planning network of choice in several personal finance books. The network has been featured on the Today Show, CNBC, MSN’s Money Central and in numerous publications such as Time, Newsweek, Money, Business Week, Smart Money, New York Times, Wall Street Journal and more.