Charles Roberts, CFP®

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 now 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 Commonweatlh 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 Planning *Investment Planning *MD Preferred Provider Chuck 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.