Charles Roberts Jr

Life happens. Are you ready? Planning for the future doesn't have to be hard. It starts with a conversation. We educate our clients on tax strategies for their financial planning, so they have a plan to help meet their needs – now and in retirement. Let's connect to get started: m 704.779.8556 232 N Second Street Albemarle, NC 28001 croberts@robertsfg.xyz

EXPERIENCE:

· 40+ years in the financial services industry

· Owner of Roberts Financial practice for 25+ years

· Retired CPA

EDUCATION & CREDENTIALS

· Bachelor of Arts degree in Accounting from Michigan State University

· FINRA series 6, 7, 63 & 65 securities registered

· NC/SC Insurance licensed for life, health and annuities

INTERESTS:

· Water-skiing - SLSSC member

· Tennis - SPTTC member

· Horses – riding & roping

· Golf – swinging & hoping