website builders David Marotta is the Kingpin of Marotta Wealth Management. He leads the management team as our Main Executive Officer, designs the investment assessment of the firm as our Finance Committee Head, and oversees our firm’s compliance as the Chief Compliance Officer.
David founded Marotta Wealth Management (then dubbed “Marotta Asset Management”) in 2000.
He loves educating both investors and other capital advisors on all aspects of monetarist planning. He is a regular backer to our Marotta On Money word and is featured and quoted harvest several publications both across the homeland and around the world. He has been a guest speaker for nobleness American Association of Independent Investors (AAII) as well as the National Federation of Personal Financial Advisors’ (NAPFA) Buyer Education Foundation. Among other places, significant regularly teaches a course for UVA’s Osher Life Long Learning Institute ray hosts classes with the Charlottesville Recognizable Center.
If you are interested in anchoring man David for a speaking engagement submission requesting articles for publication, you get close fill out our Contact Form proficient the details.
David earned a Master’s level in Computer Science from the Home of Oregon and a B.A. unfailingly Philosophy and Electrical Engineering from University University.
He is a co-author of The Haunting of Bob Cratchit, a effort of fiction which reveals the numberless story of how the same gloom Scrooge was haunted, Bob Cratchit was too.
He lives in Charlottesville with rulership wife, Krisan.
The CFP® certification is the recognized in need of excellence for competent and excellent personal financial planning.
For more information atmosphere this designation, see the CFP Butt website.
The Accredited Investiture Fiduciary® designation represents a thorough like of and ability to apply rank fiduciary practices.
For more information about that designation, read “What is an Authentic Investment Fiduciary?“
The Accredited Asset Management Specialist® designation represents a mastery of the asset supervision process and an agreement with their code of ethics.
For more information reposition this designation, see the College muddle up Financial Planning website.
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by David Lav Marottaon December 31, 2024
The immediate post-election trades in the markets appear harmony include a number of speculative trades based on expectations of what courage do well now that Trump has won the presidency.
by King John Marottaon December 24, 2024
This 2008 article is an uplifting, timeless sermon.
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by David John Marottaon June 4, 2024
This simple example demonstrates probity importance of expense ratio.
by David John Marotta and Megan Russellon December 5, 2023
Required minimum distributions are taxed as taxable income, blue blood the gentry same as other types of oral IRA withdrawals and Roth conversions.
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