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 NAPFA’s 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 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

#TBT Realize Some Capital Gains Each Year To Keep Taxes Low
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There are at least four different capital gains tax rates. This 2017 article has how to minimize your tax owed at each one.

Financial Planning for Success and Significance in Retirement (LIFE007)
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The class will be held March 19 through April 2, 2020 each Thursday from 11:00 AM to 12:30 PM at Homewood Suites in the Albemarle Room.

The Price of Listening to Dire Predictions
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We do not try to time the markets and instead we believe it is always a good time to have a balanced portfolio.

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Recent Best of Articles

Harvest Major Capital Losses Whenever You Have Them

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While you can only use $3,000 per year of capital losses to reduce your taxable income, you should bank as much capital loss as possible for other future uses.

How To Spend: Use Only Just Enough

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Most of our regular use of items is habitual. Developing a mindset that uses less requires changing our habits.

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