Charles G. Carter, ChFC®, RICP®

Charles G. Carter, ChFC®, RICP®

Financial Planner


Chuck has more than 25 years of experience in financial services, qualified retirement planning, estate planning, and insurance design. He began his career as a financial advisor with Morgan Stanley Dean Witter in Phoenix, Arizona, and obtained his FINRA Series 7 and 63 securities registrations (now held through Commonwealth Financial Network®). In 1999, he worked with Nationwide Retirement Solutions, a national leader in providing qualified benefits to businesses, schools, and municipalities. In 2005, Chuck moved to Phoenix Life as a wealth management consultant and was recognized for high performance both in the field and in the home office.

Most recently, Chuck worked as an insurance planning specialist at Morgan Stanley Smith Barney. His focus was risk management, business succession planning, and estate planning. Chuck has also earned two designations through the American College: In 2013, he completed the Chartered Financial Consultant® (ChFC®) designation and in 2016 he earned the Retirement Income Certified Professional® (RICP®) designation.


An Arizona resident since 1973, Chuck attended the University of Arizona and earned a BS in business. He lives with his wife of 25 years, Brandi, and two very busy children, McKenna and Ryan, in Phoenix. When the family isn’t in school or working, they enjoy exercise and the great restaurants of Phoenix.