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

Equifax Compromised Your Identity; Lock Down Your Credit.
with No Comments

The result of this data breach is that anyone with this information will be able to pretend to be you and apply for credit in your name at any time in the future. There is only one way to guard yourself against this possibility: Lock down your credit.

How To Enroll in Equifax’s Free Credit Monitoring
with No Comments

None of these services makes up for the fact that your sensitive information has been accessed. And after this breach you should assume that every scam artist has all of your information.

Equifax Compromised Your Credit Cards
with No Comments

Equifax admitted recently that hackers gained access to the sensitive identify and financial information in their database for 143 million people (44% of the U.S. population).

See More by David


Recent Best of Articles

The Business of Being an Artist

with No Comments

Financial planning is simply doing what it takes to give you the means to do what you want. The poorer you are the more you need financial planning. You don’t have any margin for mistakes.

How to Save for Retirement

with No Comments

Every pay period, pay yourself first. You won’t miss what you don’t see.

See More Best Of

Subscribe to our newsletter!