David John Marotta

President, CFP®, AIF®, AAMS®

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 has been a guest speaker for the American Association of Independent Investors (AAII) 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

The 30-Year Value of a Single Roth Conversion
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Thirty years of interest, dividends, and capital gains tax is a significant savings.

Looking Backward On Socialism: The Use Of Force To Bring About Utopia
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The unpleasant reality is that socialism quickly turns to the use of force to bring about their vision of society.

#TBT How Shrewd Investors Save on Taxes
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This 2007 post teaches how to use both investment losses and investment gains to good tax advantage.

See More by David


Recent Best of Articles

The 30-Year Value of a Single Roth Conversion

with No Comments

Thirty years of interest, dividends, and capital gains tax is a significant savings.

The Power of Compounding

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It is hard to prioritize saving, but it pays off. Here is how.

See More Best Of

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