Charles Roberson (CFP®, CLU)

Charles Roberson focuses in the
following client markets or areas of practice:

  • AUM
  • Business Owners
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Planning & Distribution Rules

Planning Specialties

Chuck Roberson is a Wealth Manager at Modera Wealth Management, LLC. Chuck has over 25 years of experience as a financial planner with a particular emphasis on investments and insurance. In his current role, he manages all aspects of the client relationship, from constructing investment portfolios to developing financial plans to implementing key strategies to help clients build and manage their wealth.

Prior to joining Modera, he was an associate with Lee-Nolan Associates, LLC of Little Falls, NJ, and an investment specialist and manager at Heritage Financial Group of Oradell, NJ. He received a Bachelor's Degree in Business from the University of Delaware. He also received a Certificate in Personal Planning from the American College. In addition to his role as a CFP® professional, he is a Chartered Life Underwriter®. Chuck is a Registered Financial Advisor with the National Association of Personal Financial Advisors (NAPFA).

 

 

Additional Information

Chuck is a frequent presenter at conferences of professional and consumer organizations. His quotes on financial industry trends have been featured in various print media including: The New York Times, CNNMoney, Money Magazine, St. Petersburg Times, Pittsburgh Tribune and the NJ Newsroom.

Outside of the office, Chuck enjoys combining his commitment to community service with his passion for cycling by participating in ultra-bike races for the benefit of charitable organizations. He fundraises and rides annually in many races throughout the year. For example, he participates annually in both the New Jersey Gran Fondo 100-mile race benefiting The Seeing Eye, Grow it Green Morristown and Homeless Solutions, and the New York Gran Fondo 100-mile race benefiting Operation Smile. (1/30/19ER)

NAPFA Start Date

September 05, 2006

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This Office

56 Jefferson Ave Westwood, NJ 07675-2227 Phone: (201) 768-4600 Fax: (201) 768-1111