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
The Price of Listening to Dire Predictions
We do not try to time the markets and instead we believe it is always a good time to have a balanced portfolio.
Marotta’s 2020 Gone-Fishing Portfolio Calculators for Schwab, Fidelity, eTrade, and TD Ameritrade
In 2019, several custodians switched to have no transaction fees for exchange-traded funds (ETFs).
Looking Backward On Socialism: Socialism Is Intolerant
The space of disagreement between tolerance and intolerance is often lost in the socialist perspective.
Recent Best of Articles
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.
How To Spend: Use Only Just Enough
Most of our regular use of items is habitual. Developing a mindset that uses less requires changing our habits.