Charles R. Roberts

Charles R. Roberts is the current CEO and founder of Financial Freedom Planners. Charles has over three decades of experience in the financial industry. Prior to founding Financial Freedom Planners, Roberts held various positions at different companies, including Cambridge Advisors, Middleburg Bank, Garrett Planning Network, Thompson Davis, and Branch Cabell & Co. Charles has also served as the Eastern Regional Manager for Stifel Nicolaus and the St. Louis Complex Manager for UBS Wealth Management. Roberts began their career as a financial advisor in 1979 and has been helping people plan and invest for their future ever since.