About Charles

Chuck Moore grew up in a small town with an appreciation for hard work, family, and teamwork. With a strong athletics background, Chuck understands the necessity of discipline, great communication, and being held accountable. Chuck is a born leader that continually works to become the best that he can be. These attributes, along with over 20 years of experience in wealth management, make Chuck a perfect fit for the financial planning needs of his clients. He is able to listen to families, understand what they seek to accomplish, and lead them to their goals.

Community Involvement

  • Member,┬áTschantz Deuble Bagnoli Caddy Scholarship Fund Committee
  • Active in Lake Local Youth Sports
  • Served two terms on the board of The First Tee of Canton
  • Served two terms on The Mount Union College Alumni Council
Subject Matter Expertise

Retirement Planning
Customized Investment Planning Strategies
Risk Management
Behavioral Finance

Education and Certifications

Mount Union College