Charles S. Roberson

Charles S. Roberson

| CFP®, CLU®

Modera Wealth Management, LLC

Modera works with individuals, families, trusts, institutions, and philanthropic organizations to build customized plans and portfolios in their best interests.

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Visit Us

56 Jefferson Avenue
Second Floor
Westwood, NJ 07675
Chuck Roberson is a Wealth Manager at Modera Wealth Management, LLC.  He has over 25 years of experience as a financial planner and as an investment and insurance specialist.  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 in 2006, Chuck 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 and a Certificate in Personal Planning from American College.  In addition to his role as a CFP® professional, he also is a Chartered Life Underwriter®.

With his extensive wealth management experience, Chuck is recognized as a leader at Modera as well as in the industry.  He currently serves on the Financial Planning Committee helping to set standards, guidelines and processes for the financial plans developed by the firm.  Chuck is also a Registered Financial Advisor with the National Association of Personal Financial Advisors (NAPFA) and a member of the National Financial Planning Association (FPA), where he sits on the Board of Directors of the New Jersey Chapter (FPANJ) and chairs the FPANJ Technology Committee.

Chuck is a frequent presenter at conferences of professional and consumer organizations.  He has been recognized as a 2011 and 2012 FIVE STAR Wealth Manager, as seen in New Jersey Monthly Magazine.  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 the Gran Fondo 100-mile race benefiting The Seeing Eye, Inc., Grow it Green Morristown and Homeless Solutions, Inc., the Ride for the Cure  benefiting the Susan G. Komen for the Cure, and many other races throughout the year.