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 NAPFA’s 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 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
How to Budget for Emergencies: Other Large Expenses
Financial shocks can come in all shapes and sizes. This strategy of budgeting should increase your chance for success over the long haul.
Q&A: How Should I Balance Retirement Savings With Other Needs?
Anything which is not contributing toward your financial independence should be considered part of your lifestyle spending.
The Cost of Keeping Some Money Safe
Keeping $100,000 might cost you $500,000 in lost opportunity costs over 20 years.
Recent Best of Articles
Q&A: How Should I Balance Retirement Savings With Other Needs?
Anything which is not contributing toward your financial independence should be considered part of your lifestyle spending.
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Setting aside some of the payment to cover future inflation is a prudent retirement planning practice.