Charles Roberts, Cfp® Email and Phone Number
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Charles Roberts, Cfp® phone numbers
Chuck Roberts is a pioneer assisting people in reaching their goals through financial and investment planning. Chuck is the founder and Chief Executive Officer of Financial Freedom Planners, LLC. 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.For over 30 years he has had the distinct honor of helping people build brighter financial futures. This is accomplished through a relatively new and unique concept called “Fee-Only Financial Planning and Advice for Everyday Life.”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.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 State 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.Specialties: *Financial & InvestmentPlanning*Garrett Planning Network MemberChuck is an active and accomplished speaker/lecturer for corporations such as General Electric, civic groups such as Kiwanis and Rotary, and many colleges and universities. He is married with 3 grown children, 2 grandchildren, and interested in family, lifetime learning, economics, capital markets, sailing, tennis, biking, travel, and technology.
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Founder & CeoFinancial Freedom Planners™ May 2013 - PresentRichmond, Va, UsChuck is the founder of Financial Freedom Planners in Richmond, VA. For over 30 years he has had the distinct honor of helping people build brighter financial futures. We do this through a relatively new and unique concept called “Fee-Only Financial Planning and Advice for Everyday Life.” At Financial Freedom Planners there are no net worth or investable asset requirements to qualify as a client. We provide affordable, objective and experienced financial planning and advice on an hourly, as-needed basis--The New Choice for Smart Consumers™.
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MemberGarrett Planning Network Jun 2013 - PresentWe are a nationwide network of independent, Fee-Only financial advisors and we strive to make competent, objective financial advice accessible to all people.Everyone needs competent, objective financial advice periodically. We do our best to tailor our services to your specific needs and circumstances based on our professional judgment. No one will be turned away simply because they're just getting started, have limited income or net worth, or don't wish to turn over their portfolio to an advisor to manage. Garrett Planning Network advisors proudly focus on providing services to people from all walks of life. You don't need to be wealthy to access competent, objective financial advice!
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Chief Executive OfficerCambridge Advisors Jul 2009 - Jun 2013Cambridge Advisors, founded in 1987, is an independent employee-owned investment advisory firm located in Richmond Virginia, and registered with the Securities Exchange Commission. A partial list of services provided for our clients are financial, business, investment, retirement, and education planning. Cambridge utilizes world-class recognized financial service providers such as Fidelity, SEI, Morningstar, and Genworth to give our clients peace of mind in the turbulent world we live in. In other words, Cambridge provides third-party certainty for their assets as well as regular performance reporting. Our independence allows us to be totally objective and client centered, and our clients always know where their assets are and how they are performing. To insure our objectivity we generally maintain a fee-only relationship with our clients, and fully disclose all fees prior to a client engagement; therefore we are stakeholders in our client’s future success.
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Chief Operating OfficerThompson Davis Apr 2006 - Sep 2007Chief Operating Officer and Chief Compliance Officer for Thompson Davis and Thompson Davis Asset Management. Developed and implemented a strategic plan to dramatically reduce expenses, recruit revenue producers and administrative associates, revamp operations, originate an advisory firm, restructure all marketing efforts, enhance the firm’s compliance posture, and substantially improve profitability and operating margins. These goals were accomplished through leadership, teamwork, and aggressive management of the firm’s partner relationships.
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Chairman, Wealth Management ServicesMiddleburg Bank Apr 2003 - Oct 2005Ashburn, Va, UsManaged three operating divisions including the broker dealer operation, Tredegar Trust Company, and Gilkison Patterson Investment Advisors. In addition served as a Board Member of BI Investments, a newly formed broker dealer. Other responsibilities included serving on the firm's Executive Committee, Strategic Planning Committee, Tredegar Trust Company Board of Directors, Tredegar Trust Company Investment Committee, and Chairman of the Middleburg Financial 401 (k) Investment Committee. -
President & CeoBranch Cabell & Co, 1997 - 2002Led turnaround of a regional broker dealer from negative growth and low operating profit margins to high growth and high profit margins. After restructuring, initiating a strategic planning process, implementing new compensation plans, implementing productivity strategies, aggressive recruiting, and exploring merger partners, the firm was successfully sold at a valuation very favorable to shareholders, while offering more capability to clients. Managed all daily operations of Retail Sales, Capital Markets, Research, Legal & Compliance, Asset Management, Human Resources, Accounting, external/internal communications, and Operations. Coordinated merger discussions with prospective partners.
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Director Of Sales And BranchesFirst Of Michigan 1994 - 1997Managed retail broker dealer operations with 300 financial consultants in 33 offices in 2 Regions. Directed staff recruiting, training, product management, and compliance. Served as chair of Employee Stock Ownership Plan. Served on Executive and Due Diligence Committees. Accountable for $50 million operating budget. Directly supervised two Regional Vice Presidents, Director of Training, three Regional Training Managers, Product Coordinator and Branch Administrator.
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Eastern Regional ManagerStifel Nicolaus 1992 - 1993St. Louis, Mo, UsManaged sales, recruiting and compliance operations for 14 branch offices throughout the Eastern U.S., including a major branch in New York City. Directly supervised 14 managers, 100 financial advisors and 50 support staff. -
St. Louis Complex ManagerUbs Wealth Management 1989 - 1992Zurich, ChDivisional Vice President with all operational responsibilities for three branch offices. -
Branch Manager And Acting Regional Sales ManagerPrudential Securities 1986 - 1989San Francisco, California, UsInitially was responsible for acting as the Regional Sales Manager for 30 branches in the Southeast region. Then assigned to become Branch Manager of the Charlotte, NC branch, where all responsibilities were assumed for this branch operation. Revenues were roughly tripled in this position. -
Financial AdvisorUbs Wealth Management 1979 - 1986Zurich, ChFinancial Advisor, Regional Insurance Director, Assistant Branch Manager. In addition to these three positions, I founded a Financial Planning practice with a partner, and we gave educational lectures at various colleges, large companies, as well as public workshops.
Charles Roberts, Cfp® Skills
Charles Roberts, Cfp® Education Details
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The Wharton SchoolSecurities Industry Institute -
College For Financial PlanningFinancial Planning
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Penn State UniversityEconomics
Frequently Asked Questions about Charles Roberts, Cfp®
What company does Charles Roberts, Cfp® work for?
Charles Roberts, Cfp® works for Financial Freedom Planners™
What is Charles Roberts, Cfp®'s role at the current company?
Charles Roberts, Cfp®'s current role is Founder & CEO at Financial Freedom Planners™.
What is Charles Roberts, Cfp®'s email address?
Charles Roberts, Cfp®'s email address is cr****@****aol.com
What is Charles Roberts, Cfp®'s direct phone number?
Charles Roberts, Cfp®'s direct phone number is +180483*****
What schools did Charles Roberts, Cfp® attend?
Charles Roberts, Cfp® attended The Wharton School, College For Financial Planning, Penn State University.
What are some of Charles Roberts, Cfp®'s interests?
Charles Roberts, Cfp® has interest in Family, Children, Economic Empowerment, Traveling, Technology, Education, Avid Reader, Sailing, Biking, Tennis.
What skills is Charles Roberts, Cfp® known for?
Charles Roberts, Cfp® has skills like Investments, Strategic Financial Planning, Asset Management, Financial Services, Finance, Wealth Management, Investment Advisory, Financial Advisory, Portfolio Management, Strategy, Retirement, Securities.
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