 | CHUCK ROBERSON, CFP®, CLU® |
Chuck Roberson is a Wealth Manager at Modera Wealth Management.
Professional Credentials and Education
Chuck received a Bachelor's Degree in Business from the University of Delaware. He also received a Certificate in Personal Planning from the American College. His professional credentials include the following:
• Certified Financial Planner (CFP®) • Chartered Life Underwriter(CLU®)
Associations
Chuck is a member of National Association of Personal Financial Advisors (NAPFA) and is a NAPFA-Registered Financial Advisor. He is also a member of the National Financial Planning Association and sits on the Board of Directors of the New Jersey Financial Planning Association (NJFPA). He currently chairs the NJFPA's Technology Committee.
Accolades
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:
• New York Times • CNNMoney • Money Magazine
• St. Petersburg Times • Pittsburgh Tribune • NJ Newsroom
Professional Experience
Chuck has 25 years experience as a financial planner and as an investment and insurance specialist. Prior to joining Modera Wealth Management 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.
Public Service
Chuck is a volunteer with the NJ Financial Planning Association's Financial Helpline, which is managed in partnership with the City of Newark and the Star-Ledger. The program helps city residents make prudent financial decisions for themselves and their families. Chuck also serves as Assistant Scoutmaster and Merit Badge Counselor for the Boy Scouts.
Personal
Chuck, his wife, Margie, and two sons reside in New Providence, New Jersey.