David John Marotta

President, CFP®, AIF®, AAMS®

David Marotta is the President of Marotta Wealth Management. He leads the management team and designs the investment philosophy of the firm.

David founded Marotta Asset Management in Charlottesville, Virginia, in 2000. He has been a guest speaker for the American Association of Independent Investors and NAPFA’s Consumer Education Foundation. He is a regular contributor to our Marotta On Money articles and authors a financial column featured in several newspapers across the country.

David earned a Master’s degree in Computer Science from the University of Oregon and a B.A. in Philosophy and Electrical Engineering from Stanford University.

He lives in Charlottesville with his wife, Krisan.


Credentials

Certified Financial Planner ™

The CFP® certification is the recognized standard of excellence for competent and ethical personal financial planning.

For more information about this designation, see the CFP Board website.

Accredited Investment Fiduciary ®

The Accredited Investment Fiduciary® designation represents a thorough knowledge of and ability to apply the fiduciary practices.

For more information about this designation, read “What is an Accredited Investment Fiduciary?

Accredited Asset Management Specialist ®

The Accredited Asset Management Specialist® designation represents a knowledge of investment concepts and an agreement with their code of ethics.

For more information about this designation, see the College for Financial Planning website.


Specialties


Latest Articles

Radio: Charlottesville 2018 Health Insurance
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“When Congress acts, whatever it is called it will do the exact opposite. So the Affordable Care Act will make plans not affordable.”

#TBT A Compromise to Achieve Universal Coverage
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“Once the incision is made, there is no turning back. And without a clear understanding of economics, our experimental treatment may kill Uncle Sam.” It’s too bad Congress didn’t take this 2009 article’s advice yet.

Understanding H.R.1 Tax Cuts and Jobs Act
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It looks like something from this proposal will become law. Right now, the bill is in committee where the differences are being resolved.

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Recent Best of Articles

Employers Who Offer A Retirement Plan Have A Fiduciary Responsibility

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Every business owner or director of a non-profit should realize that if they don’t take their fiduciary responsibility seriously they are legally liable for their neglect and inaction.

Navigating Your Employer Retirement Plan Fund Choices

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Since your employer’s plan usually has the most limited number of choices, pick the best it has to offer that fits with in your over all plan.

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