Charles M. Roberts Jr., CFP® - UBS Financial Services Inc.

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440 Monticello Ave # 20
Norfolk, VA 23510
+1 (757) 624-2184
https://advisors.ubs.com

Charles M. Roberts Jr., CFP®, is a financial advisor at UBS Financial Services Inc. in Norfolk, VA, specializing in creating tailored financial plans for high-net-worth families focused on generating retirement income and preserving wealth. With a background in financial services that began during the 2008 financial crisis, Charles is dedicated to assisting clients through various financial challenges, including budgeting, saving, and debt management.

As a Certified Financial Planner™, Charles emphasizes a personalized approach to financial advice, addressing each client's unique needs and circumstances. His comprehensive services encompass areas such as retirement planning, estate strategies, and special needs planning, ensuring that clients receive thoughtful guidance throughout their financial journeys.

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