Chuck Moyer earned an MS in Psychology from
Eastern Michigan University and practiced in a
clinical setting for seven years.
In 1983, he began a distinguished career in finance, which has led him to specialize in retirement planning. In 2004, his commitment led him to pursue the Chartered Wealth Advisor® designation. The Chartered Wealth Advisor® curriculum is offered through The Academy of Multidisciplinary Practice and is accredited by the Estate & Wealth Strategies Institute at Michigan State University.
As a result of this training, Chuck has expanded his practice to delve into, and find solutions for, complex estate planning issues. In this capacity, he collaborates with clients’ preferred CPAs and attorneys.
Primarily, he helps local employers service their company-sponsored retirement vehicles, and assists individuals with IRA rollovers when they separate from the company plan.
Chuck has been a member of the Grosse Ile Rotary Club for 28 years, and is a past president. He is married and the father of two children. His hobbies include golf, boating, fishing and downhill skiing.
In 1983, he began a distinguished career in finance, which has led him to specialize in retirement planning. In 2004, his commitment led him to pursue the Chartered Wealth Advisor® designation. The Chartered Wealth Advisor® curriculum is offered through The Academy of Multidisciplinary Practice and is accredited by the Estate & Wealth Strategies Institute at Michigan State University.
As a result of this training, Chuck has expanded his practice to delve into, and find solutions for, complex estate planning issues. In this capacity, he collaborates with clients’ preferred CPAs and attorneys.
Primarily, he helps local employers service their company-sponsored retirement vehicles, and assists individuals with IRA rollovers when they separate from the company plan.
Chuck has been a member of the Grosse Ile Rotary Club for 28 years, and is a past president. He is married and the father of two children. His hobbies include golf, boating, fishing and downhill skiing.