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 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

How to Budget for Emergencies: Major Car Repair
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This is the financial shock of a major car repair. It is the most common financial shock with 30% of households reporting such an event within the last 12 months.

How to Use Your “World Asset Classes” Report Appropriately
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Our intention in including this particular slide is to show the range of quarterly returns. Here is some wisdom on how to use this slide when comparing your own returns for the quarter.

#TBT Blending Index Funds To Achieve Higher Returns
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When crafting your own buy list, this 2007 article reminds us that rather than just finding one index fund to fulfill your asset class, you should consider blending multiple sector level index funds to decrease volatility or increase return.

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Recent Best of Articles

How to Budget for Emergencies (The Series)

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It is possible to be prepared for financial emergencies by living 10% more frugally and saving for the inevitable eventuality.

HealthSavings Administrators HSA Investment Recommendation

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A low cost timeless portfolio for your HSA with HealthSavings Administrators.

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