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.
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.