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

Why the Verizon Visa Credit Card is My Primary Card
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I have adopted this card as the primary one in my wallet for groceries and gas.

#TBT That Rebate Check Could Ruin Your Retirement
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This 2008 article reminds us that anyone who spends more than 4% of their rebate will actually lose ground saving toward their retirement.

Using Franklin Funds in 2022 Saved Clients Over $360,000
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Reducing expense ratios by a theoretical 0.42% is a significant result. It is good to know that what works in theory has also worked even better in practice.

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Recent Best of Articles

How Long Should I Plan On Living?

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Which is worse: Being destitute while still alive or dying happy and provided for with a little extra?

Be the One Who Can Write That Check

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It is perfectly fine for you to underspend your assets. You don’t need my permission, but you have my blessing anyway.

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