David John Marotta

President, CFP®, AIF®, AAMS®

David Marotta is the President of Marotta Wealth Management. He leads the management team and designs the investment philosophy of the firm.

David founded Marotta Asset Management in Charlottesville, Virginia, in 2000. He has been a guest speaker for the American Association of Independent Investors and NAPFA’s Consumer Education Foundation. He is a regular contributor to our Marotta On Money articles and authors a financial column featured in several newspapers across the country.

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

Financial Planning for the Young and Non-Affluent
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“We have simply not been able to serve those who really need us the most.”

What We Can Learn From the Almost Bear Market of 2018
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To make the strategy of jumping in and out of the markets successful would require a precision only achieved by luck.

Do Dividend Paying Stocks Make Better Investments?
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For all of these reasons, our recommended investment strategy does not focus on dividend-paying stocks.

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Recent Best of Articles

Two Simple But Effective Conversion Target Calculations

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These are two simple but effective strategies to help calculate a very good conversion target for this year.

7 Ways a Marotta-Managed Schwab Institutional Intelligent Portfolios is Better Than Schwab Retail

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Any investment manager can use the Institutional Intelligent Portfolio technology to implement extremely different investment philosophies.

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