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 is a co-author of The Haunting of Bob Cratchit, a work of fiction which reveals the untold story of how the same night Scrooge was haunted, Bob Cratchit was too.
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
Account Funding Priorities for 2022
Which account you should fund depends on your circumstances. However, there are some general guidelines you can follow to make your decision.
#TBT The Haunting of Bob Cratchit: A Book from David Marotta
Did you know David wrote a Christmas novel? This 2020 book by David John Marotta and Brendon Marotta makes you rethink what is happening in Charles Dickens’ A Christmas Carol.
Annuities: Just Say No.
You don’t need their product. You don’t even need to know why their specific product is bad. Just say no.
Recent Best of Articles
Dying Young is Not A Retirement Plan
Yes, many retirees may die with significant assets. However, this helps to ensure that they have sufficient assets to support their lifestyle should they make it to age 100.
The Costly Effect Of Saving In A Taxable Account
The annual drag of taxable account taxation may seem like a small amount, but the effect over long periods of time such as 30 years is significant.