David Marotta is the President of Marotta Wealth Management. He leads the management team and designs the investment philosophy of the firm.
David founded Marotta Asset Management in Charlottesville, Virginia, in 2000. He has been a guest speaker for the American Association of Independent Investors and NAPFA’s Consumer Education Foundation. He is a regular contributor to our Marotta On Money articles and authors a financial column featured in several newspapers across the country.
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
Tax Freedom Day Arrives on April 16th, 2019
Without taxes, you could leave work at 2:41pm every day.
79 Advisers Admit to Breach of Fiduciary Duty
SEC announced that 79 investment adviser firms will return more than $125 million to clients after self-reporting violations of the Advisers Act.
Know Your Fund Expense Ratios
The expense ratio charged by your funds matters more than you may realize.
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