David John Marotta

President, CFP®, AIF®, AAMS®

David Marotta, President of Marotta Wealth Management, develops the strategy for the organization, leads the management team, and spearheads the unique 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 also 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.


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

When You Should Not Do a Backdoor Roth
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Like how diner coffee gets more bitter as the waitress tops off your cup with more coffee from the pot, so too the growth on your nondeductible assets increases your tax owed by decreasing the percent post-tax assets in your cup.

How to Readjust Your Retirement Plan
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Sometimes the change can be in a direction you did not expect.

Invest Even When Afraid
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You can’t invest for the future in the future. Don’t let your fear of the future ruin your future.

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Recent Best of Articles

How to Calculate Your RMD: a Uniform, Inherited, and Joint Divisor Calculator

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There are different tables and formulas used to calculate your RMD divisor based on your particular circumstances. Here is a calculator for the three most common.

Q&A: What’s My Roth Conversion Limit?

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The legal answer to this question is: there is no limit. The practical answer is: it depends on a number of things.

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