Charlie Roberts of DreamBridge Financial acquires his CERTIFIED FINANCIAL PLANNER™certification
When he founded DreamBridge Financial, Charlie Roberts had a goal to provide a holistic approach to financial planning. With his 19 years in the business and certification in pension planning, he has certainly changed plenty of lives during his career. Recently, he received the
CERTIFIED FINANCIAL PLANNER™certification, a prestigious designation awarded by the Certified Financial Planner Board of Standards.
Although most people think that any financial planner they hire is certified, this is not at all the case. In order to attain the CFP® one must be rigorously tested and meet all of the requirements for certification and renewal in order to use the CFP® trademark and title. To pass the examination and become certified, an individual must demonstrate a high level of ethics, professionalism, and knowledge. These individuals are also held to strict standards for maintaining their designations, which means you can rest assured that Charlie Roberts will exercise the fiduciary care required by the CFP® board of standards when it comes to working with individuals and small businesses.
Charlie Roberts demonstrated the “Four Es”, which are characteristics set forth by the Certified Financial Planner Board of Standards: Education, Examination, Experience, and Ethics. Not only has he obtained the required education for this designation, but he has also passed a rigorous examination and proved his many years of experience in delivering financial planning services. With the designation, he is bound to uphold a Code of Ethics, which includes fairness, confidentiality, professionalism, and diligence.
About Charlie Roberts: Charlie is a native of Haverhill, MA and lives in Windham, New Hampshire with his wife, Melissa, and two children, Chase and Gianna. He has nearly 20 years’ experience in delivering quality financial planning advice, and he is also certified in pension planning by Bentley College. Charlie plays drums, works out, skis, and listens to music in his spare time, and he serves his community by volunteering with the youth baseball league and the Shephard’s Pantry food pantry, located in Windham.
About DreamBridge Financial: DreamBridge Financial serves individuals, small businesses, and mid-sized businesses both locally and across the country. The company first works to better understand the lives of their clients and then help provide the direction their clients need to achieve their dreams.