Charley Roberts Headshot

Charley Roberts

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.”

Introduction

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.

Service Team
Joseph Bonacci Headshot
Joseph Bonacci

Portfolio Management Associate, CFA
  

Christie Terranova Headshot
Christie Terranova

Office Administrator
  

Anna Alarcon Headshot
Anna Alarcon

Office Administrator
  

Kaitlyn Pfluger Headshot
Kaitlyn Pfluger

Trader & Licensed Administrative Assistant
  

Executive Team
James Slaughter Headshot
James Slaughter

President & Co-Founder
  

Giancarlo Foti Headshot
Giancarlo Foti

President & Co-Founder
  

Location & Contact Information

1435 River Park Drive
Suite 504
Sacramento, CA 95815

(916) 913-7960 | Mobile (916) 891-2557 | Office (916) 891-5907 | Fax

croberts@sierraridgewealth.com

Let's talk

915 Highland Pointe Dr.
Suite 150
Roseville, CA 95678

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915 Highland Pointe Dr. Suite 150 Roseville, CA 95678; Office: 916-891-2557
Securities and investment advisory services are offered through NEXT Financial Group, Inc., member FINRA/SIPC
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