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Financial Planner, Investment Advisor Representative, Group Plan Provider

“Since 1999 it has been my commitment to always put my client’s interests and needs first. It continues to be a joyous and fulfilling experience walking through the planning process with individuals and families. I hope for an opportunity to share that experience with you.”

Direct: (916) 913-7960
Office: (916) 891-2557
Fax: (916) 891-5907


Charley “Chuck” Roberts was born in Dallas Texas, spent 24 years in Nashville, TN building 3 successful businesses, and now resides in Vacaville, CA. Married to his wife Terri in 1983 they spend their personal time enjoying participating in their children’s and grandchildren’s lives and serving in their church and community. Chuck is also an accomplished musician.

Client Service Team


1435 River Park Drive
Suite 504
Sacramento, CA 95815
(916) 913-7960
(916) 891-5907


1435 River Park Drive, Suite 504, Sacramento, CA 95815; Office: 916-891-2557

Securities and investment advisory services are offered through NEXT Financial Group, Inc., member FINRA/SIPC
Sierra Ridge Wealth Management is not an affiliate of NEXT Financial Group, Inc.
To view NEXT Financial Group Inc.’s privacy policy and other important information, visit the “Customers” section of

Investment products and services available only to residents of: CA, NV