Broker Check
Charlie Roberts, CFP®, AIF®

Charlie Roberts, CFP®, AIF®

Founder & CEO

A Native of Haverhill, MA Charlie attended Haverhill High School and Salem State University majoring in Political Science and Economics. Charlie is Founder and CEO of DreamBridge Financial which is located in Salem, NH. He currently resides in Windham, NH with his wife Melissa and two children Gianna and Chase.

Charlie has been serving individuals and small businesses for over 20 years in the Financial Services industry. He believes in a “Life Planning/Holistic” approach to individual financial planning and promotes a Servant Leadership approach to the DreamBridge Financial community.

He is a CERTIFIED FINANCIAL PLANNER™ and an Accredited Investment Fiduciary®. He also holds a certification in pension planning through Bentley College. Charlie’s hobbies include reading, regular workouts, skiing, playing drums, and listening to all kinds of music. He is a volunteer for various youth programs in Windham and Shepherd’s Pantry, Windham’s local Food Pantry. His core passion lies in serving others and his core focuses include family and faith. What he enjoys most of all is spending quality time with his wife Melissa and 2 children Gianna and Chase.