Charlie Roberts, CFP®, AIF®

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 Salem, NH.

Charlie has been serving individuals and small businesses for over 30 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.  Charlie has a heart for giving back to the community, in 2019 he founded DreamBridge Foundation.  The foundation was made possible by Dreambridge Financial and its mission is to support local 501c3 charities, local families that are in need and also to promote the spirit of cheerful giving.  Charlie's 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 2 children Gianna and Chase.