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 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

Looking Backward on Socialism: Free College Education For All
with No Comments

On Tuesday, February 11, 2020, David John Marotta appeared on Radio 1070 WINA’s Schilling Show to take a closer look at the calls for free college education in the socialist utopia.

Misuse Of The Term ‘Rebalance’
with No Comments

That is not what anyone means by the term “rebalancing.” The misuse of the term on Investment News was glaring.

See More by David


Recent Best of Articles

How to Self-Insure for Long-Term Care Health Expenses

with No Comments

If you save this target, your assets have a better chance of seeing you all the way to the end.

Remembering The 2008 Crash as a Financial Planner

with No Comments

Sometimes, you don’t get a second chance to be brave.

See More Best Of

Like what you read? Subscribe to our newsletter!