Chuck is a Partner at The Carter Moratti Group with Camelback Retirement Planners, where he brings more than 28 years of expertise in financial planning, estate planning, qualified retirement planning, and insurance design. A dedicated professional, Chuck has earned two prestigious designations through the American College: the Chartered Financial Consultant® (ChFC®) in 2013 and the Retirement Income Certified Professional® (RICP®) in 2016.
Since joining Camelback Retirement Planners in 2013, Chuck has focused on partnering with clients who value the importance of a strategic financial plan to reach their life goals. Alongside his partner David and assistant Keri, the team leverages over 60 years of combined experience to deliver comprehensive and personalized financial solutions. At the heart of their approach is a shared philosophy that many overlook: clients are the foundation of everything they do.
A resident of Arizona since 1973, Chuck earned his BS in Business from the University of Arizona. He now resides in Phoenix with his wife Brandi and their two active teenagers, McKenna and Ryan. Chuck is also currently serving on the Arizona Financial Credit Union Supervisory Committee. Outside of work, Chuck and his family enjoy a vibrant life filled with travel, friends, and the energy of their three dogs. They are passionate about fitness, cooking, and exploring the diverse restaurant scene that Phoenix has to offer.