Charles R. Roberts, CFP^®

Founder & CEO

Financial Freedom Planners

3741 Westerre Parkway, Suite C
Richmond, VA 23233

FINANCIAL ADVISOR'S WEBSITE

https://www.financialfreedomplanners.com/

(855) 450-4659

+1 More Number

(804) 277-9734

CONNECT WITH Charles

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Our philosophy is committed to offering financial planning services through “fee-only” as-needed engagements. We offer truly objective fiduciary service through hourly or project-based financial plans.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

General

Charles Roberts is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Financial Freedom Planners in Richmond, VA and the surrounding communities.

Financial Advisor Overview

We offer objective, affordable fee-only financial planning and investment advice you need to get on your road, reach your goals, and accomplish your freedom.

Financial Advisor Experience

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. This is accomplished through a relatively new and unique concept called “Fee-Only Financial Planning and Advice for Everyday Life.”

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Corporate Finance, Employee Benefits, Getting Married, Mutual Funds, Insurance, Job Loss, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Sudden Wealth, Men's Finances