The Carter Moratti Group

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.

David is a Partner at The Carter Moratti Group, part of Camelback Retirement Planners, where he brings nearly three decades of financial expertise to the team. Since launching his career in 1995, David has been dedicated to guiding individuals through the complexities of retirement planning and financial transitions.

Before joining forces with Chuck, David spent 28 distinguished years at Morgan Stanley, rising to the role of Executive Director and Branch Manager. In this capacity, he led top-performing teams in Private Wealth Management and Global Wealth Management across the Philadelphia region. His leadership and vision earned him a stellar reputation in the industry.

David holds an impressive array of credentials, including the CFP®, ChFC®, and CRPC® designations. He further sharpened his leadership and wealth management skills through executive programs at the University of Pennsylvania’s Wharton School, Thayer Leadership at West Point, and the Family Wealth Director program through Morgan Stanley Private Wealth Management.

In 2023, David, his wife Caitlin, and their two daughters relocated from Philadelphia to Phoenix. As a family, they immerse themselves in their daughters’ many activities and hobbies while enjoying a shared passion for travel, reading, coaching, and outdoor adventures. Fitness, running, and all types of sports are central to their active lifestyle.

Keri joined Camelback Retirement Planners in February 2017 as the Client Services Manager.

In her role, she plays a vital part in ensuring exceptional and seamless client experiences by preparing for meetings, managing pre- and post-meeting paperwork, client onboarding,  maintaining all client activities and files, and daily operations of the office. Whether you need to schedule an appointment, have questions about a specific CRP process, or need assistance with office procedures, Keri is your go-to contact. 

One of the most rewarding aspects of Keri’s role is the deep, long-lasting relationships she has developed with clients over the years. She truly values the personal connections she builds and is dedicated to providing the highest level of care and service to each client.

Originally from Indiana, Keri holds a BA in Marketing/Sales from New Mexico State University, where she was a member of the women’s golf team. A long-time Phoenix resident since 1988, Keri is also a past winner of the Phoenix City Women’s Golf Championship. She lives in the Arcadia area with her husband, Pat, their two children, and two rescue dogs. In her free time, Keri enjoys golfing and spending quality time with her family.