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

#TBT Before You Get Out Of The Stock Market, Read This
with No Comments

When you get out of the markets, you have made a huge gamble with your retirement money, and now the stakes are high.

#TBT A Guide to the Bear Markets
with No Comments

This series on each Bear Market helps remind us that there is nothing to fear.

Current Inflation vs. Expected Inflation (June 2022)
with No Comments

Currently, 12-month inflation is 8.58% and the crowdsourced expected inflation is 2.88%. Here’s what to do.

See More by David


Recent Best of Articles

Happiness Is The Result Of A Life Lived With Purpose

with No Comments

Regardless of what you do with the money earned, continuing to work is a worthwhile journey.

Seven Reasons to Avoid Bitcoin

with No Comments

Bitcoin satisfies some of the characteristics of a currency, but there are at least seven areas of concern.

See More Best Of

Like what you read? Subscribe to our newsletter!