Charlie Roberts of New England Investment & Retirement Group, Inc., has been assisting investors for the last 11 years. Mr. Roberts started his career as a senior retirement plan coordinator with Scudder Investments and moved to CitiStreet, LLC, where he was a retirement plan specialist.  Charlie educated and guided individuals as to the rules, regulations, and investment choices within various qualified plans, including 401(k), 403(b), Money Purchase Pension, and 457 plans. Charlie worked as a financial advisor for Waddell & Reed, Inc., in 2003, and was honored for outstanding achievement in Financial Planning. 

He holds a B.S. in Political Science & Economics from Salem State College and a certificate in Pension Planning from Bentley College.  

Some of Charlie's passions include reading, playing drums, golf, and regular workouts at the gym. He resides in Windham, New Hampshire, with his wife Melissa and daughter Gianna, who was born in January. Their future plans include raising healthy children and becoming more active in the community.

charlie@neinv.com