Chuck Roberson

Chuck RobersonCFP®, CLU®

Wealth Manager

Chuck has over 25 years of experience as a financial planner with an 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.

What do you value most in your client relationships?
The deep trust my clients have that I will do what is in their best interests always.

What’s a particularly rewarding example of how you helped create impact for a client?
I worked with a client’s other financial adviser to help the client make the best choices for them, not the other adviser.

What do you enjoy most about working at Modera?
Everyone is fun and caring. We all want to make a positive difference.

When you retire you’re going to…?
Move to NC and join an active community to enjoy all the pastimes I don’t have time for now…cycling, tennis, golf, fishing, and travel. Spend quality time with family and friends.