David John Marotta

President, CFP®, AIF®, AAMS®

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

Radio: Financial Decisions in 2018
with No Comments

Talking about the question “How should you manage your money in 2018?” this show covers a lot of ground over 23 minutes of conversation.

#TBT For Valentine’s Day, Work on a Budget Together
with No Comments

Financial planning can be romantic. As this 2011 article reminds us, “nothing is more romantic than planning how to realize your shared hopes and dreams for the future.”

The Markets Can’t Go Up Indefinitely, Can They?
with No Comments

Or do they go up indefinitely, albeit interrupted by some significant corrections?

See More by David


Recent Best of Articles

Marotta Retirement Plans Add Managed Unitized Trust Options

with No Comments

Being able to lower total fees while investing part of the portfolio in slightly higher cost country specific exchange traded funds and being able to use exchange traded funds with strategic factors and add a monthly dynamic tilt is a significant accomplishment.

A Closer Look at the Past Performance Disclaimer

with No Comments

We have all seen mutual fund ads stating this Securities and Exchange Commission (SEC) disclaimer, “Past performance is no guarantee of future results.” Let’s take a closer look at it.

See More Best Of

Subscribe to our newsletter!