Roberto Molina is a financial planner with Charter Financial Group (CFG), an independent financial planning firm serving clients across the nation from its Annapolis, MD; Salisbury, MD; and Houston, TX offices. He is based out of the firm’s Annapolis office.
Roberto is registered with Lincoln Financial Advisors Corp., a firm with over 60 years of experience in financial services, and a member of Lincoln Financial Group, a Fortune 500 company (the marketing name for Lincoln National Corporation (NYSE: LNC)
Roberto helps both individuals and businesses navigate the complexities of financial planning, wealth management, and wealth transfer. He works closely with his clients to develop a holistic plan with short- and long-term goals that are driven by their unique personal and cultural perspectives.
Roberto is a member of the Maryland Hispanic Chamber of Commerce and an active member with Redeemer Church of Annapolis.
Roberto is retired from the United States Navy and currently resides in Odenton, Maryland. He has three sons and is a 1993 graduate of the United States Naval Academy where he received his Bachelor of Science in Economics. He received his MBA from Old Dominion University.