Chuck Roberson CFP®, CLU®
Email Me
Call Me

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.

Professional Designations

CERTIFIED FINANCIAL PLANNER™, Chartered Life Underwriter®


University of Delaware, B.S.

Giving Back

Serving Our Peers

Modera continues to support our peers within the National Association of Personal Financial Advisors (NAPFA) by volunteering for various initiatives within the organization. Chuck Roberson recently served on the logistics planning committee for NAPFA’s National Fall Conference.

Learn more about how we serve our community

Read more about Chuck

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.

Go to Top