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 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
‘You Make Most Of Your Money In A Bear Market; You Just Don’t Realize It At The Time’
You don’t have to time the market to make money in the market. In fact, timing the market is usually a losers game as the market often pushes your emotions to do exactly the wrong thing.
The Lower The Market Falls The More Important It Is To Stay Invested
A recovery after a significant downturn in the markets is often market by steep growth.
Is ‘Sell The Bounce’ A Good Investing Strategy?
“Sell the bounce” is never a good strategy because of the first word.
Recent Best of Articles
‘You Make Most Of Your Money In A Bear Market; You Just Don’t Realize It At The Time’
You don’t have to time the market to make money in the market. In fact, timing the market is usually a losers game as the market often pushes your emotions to do exactly the wrong thing.
Harvest Major Capital Losses Whenever You Have Them
While you can only use $3,000 per year of capital losses to reduce your taxable income, you should bank as much capital loss as possible for other future uses.