David John Marotta

President, CFP®, AIF®, AAMS™

David Marotta is the President of Marotta Wealth Management. He leads the management team as our Chief Executive Officer, designs the investment philosophy of the firm as our Investment Committee Head, and oversees our firm’s compliance as the Chief Compliance Officer.

David founded Marotta Wealth Management (then called “Marotta Asset Management”) in 2000.

He loves educating both investors and other financial advisors on all aspects of financial planning. He is a regular contributor to our Marotta On Money articles and is featured and quoted in several publications both across the country and around the world. He has been a guest speaker for the American Association of Independent Investors (AAII) as well as the National Association of Personal Financial Advisors’ (NAPFA) Consumer Education Foundation. Among other places, he regularly teaches a course for UVA’s Osher Life Long Learning Institute and hosts classes with the Charlottesville Senior Center.

If you are interested in hosting David for a speaking engagement or requesting articles for publication, you can fill out our Contact Form with the details.

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 is a co-author of The Haunting of Bob Cratchit, a work of fiction which reveals the untold story of how the same night Scrooge was haunted, Bob Cratchit was too.

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 mastery of the asset management process and an agreement with their code of ethics.

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


Specialties


Latest Articles

#BestOf2021 Should I Pay Off My Mortgage?
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Many financial writers get the answer to this question wrong.

Spam Analysis: Proprietary Stop-Loss Methodology
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It is important to understand your investment philosophy well enough to know what they aren’t telling you.

#TBT Financial Help for the New Year
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A 2007 article that stands the test of time. This is the year you should keep your financial resolutions. Getting help from an objective advisor can provide both a powerful catalyst for action and real peace of mind.

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Recent Best of Articles

Best Credit Cards of 2022 for Those with Excellent Credit

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These credit cards won’t change your life, and they shouldn’t, but they can get back a very small portion of the money you spend each month.

Your Children Are Not Entitled To Your Retirement Savings

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Hard work can often only be learned by struggling. You can’t teach your children to live within their means if you always supplement their means.

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