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

SEC Leaves 61% of Registered Representatives Exempt From Its Adviser Rules
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This is called “regulatory capture” and is quite common in government regulatory agencies such as the SEC.

Study Shows Your Election Reactions May Impoverish Your Investment Gains
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Any movement out of the stock market can cause you to miss future market appreciation.

A Case Study in Financial Advertising You Should Avoid
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A little bit of work upfront can save a great deal of nuisance later.

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Recent Best of Articles

Using Math to Decide When to Realize Capital Gains

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These are complex formulas, but they are valuable calculations that show that there is an expected increase of return which will justify selling even a highly appreciated asset.

What Is Integrated Financial Planning?

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Wise decisions cannot be made in isolation from their impact on other areas of your financial life.

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