Retirement planning. It's about time.

Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.

Couple surfboards

Charles M. Roberts Jr., CFP®

Financial Advisor

Charles began his career at in 2008 with Fidelity Investment's Private Client Group where he learned firsthand the importance of not only having a plan in place but having someone who can help navigate through uncertain times. He joined UBS two years ago as part of the Wealth Planning analyst program in which he focused on providing comprehensive wealth management and advice.

As a CERTIFIED FINANCIAL PLANNER™, Charles provides personalized financial planning and portfolio management for clients’ unique risks, goals, and dreams. One of his top priorities is to help clients design an investment strategy to keep pace with rising income and purchasing power, so they can have the confidence to retire comfortably.

Charles met his wife, Jenn, in college at the University of North Florida. Jenn grew up in the Kempsville area; in 2015 they moved back to Virginia Beach with their daughter Rylee. They are expecting their second daughter in August. He currently coaches his first season of soccer with VB Rush and enjoys golf, surfing (and most other outdoor sports), and cooking.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IL
  • KS
  • KY
  • MA
  • MD
  • NC
  • NJ
  • NY
  • OH
  • PA
  • SC
  • TX
  • VA
  • VT
  • WV

Education

  • B.S., University of North Florida

Credentials

  • CERTIFIED FINANCIAL PLANNER™
440 Monticello Ave
20th Floor
Norfolk, VA 23510
  • (757) 624-2184

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The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

2022 tax planning guide

For your financial well-being

Every decision you make with regard to financial planning—whether it pertains to investments, insurance, education, housing, retirement and/or estate planning—can have some impact on your tax situation.

We are committed to helping you confirm that your current and future tax strategy supports your larger financial goals. Learn more.

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