David Moratti, CFP®, ChFC®, CRPC®

David Moratti, CFP®, ChFC®, CRPC®

Financial Planner

David joined Chuck and Keri at Camelback Retirement Planners in June 2023 as a financial planner and partner in the practice.

Prior to joining Camelback, David spent 28 years at Morgan Stanley, most recently as an Executive Director and Branch Manager leading advisors and teams in the Private Wealth Management and Global Wealth Management divisions in the Philadelphia market. David began his career in financial services in 1995 as a financial advisor working with individual clients focused on planning and transitioning into retirement. He is a graduate of the University of Pittsburgh, holds the CFP® ChFC® and CRPC® designations, and completed executive leadership programs through the University of Pennsylvania Wharton School and Thayer Leadership at West Point, as well as the Family Wealth Director program through Morgan Stanley Private Wealth Management.

David, his wife Caitlin, and two young daughters recently relocated from Philadelphia to Phoenix. They are highly active in their daughters' many activities and hobbies and share a love of reading, coaching, the outdoors, running, fitness, and sports of all kinds.