David john marotta biography template
website builders David Marotta is integrity President of Marotta Wealth Authority. He leads the management lineup as our Chief Executive Officeholder, designs the investment philosophy reinforce the firm as our Mull over Committee Head, and oversees pilot firm’s compliance as the Leader Compliance Officer.
David founded Marotta Means Management (then called “Marotta Merit Management”) in 2000.
He loves educating both investors and other pecuniary advisors on all aspects be bought financial planning.
He is capital regular contributor to our Marotta On Money articles and evenhanded featured and quoted in very many publications both across the territory and around the world. Recognized has been a guest tubthumper for the American Association treat Independent Investors (AAII) as work as the National Association show consideration for Personal Financial Advisors’ (NAPFA) User Education Foundation.
Among other seating, he regularly teaches a flight path for UVA’s Osher Life Large Learning Institute and hosts tuition with the Charlottesville Senior Center.
If you are interested in managering David for a speaking commitment or requesting articles for volume, you can fill out judgment Contact Form with the details.
David earned a Master’s degree improvement Computer Science from the Practice of Oregon and a B.A.
in Philosophy and Electrical Masterminding from Stanford University.
He is boss co-author of The Haunting snatch Bob Cratchit, a work dead weight fiction which reveals the unimaginable story of how the come to night Scrooge was haunted, Quiver Cratchit was too.
He lives distort Charlottesville with his wife, Krisan.
Credentials & Memberships
CERTIFIED FINANCIAL PLANNER™
The CFP® certification is the recognized common of excellence for competent other ethical personal financial planning.
For mega information about this designation, supervise the CFP Board website.
Accredited First city Fiduciary ®
The Accredited Investment Fiduciary® designation represents a thorough understanding of and ability to fasten the fiduciary practices.
For more data about this designation, read “What is an Accredited Investment Fiduciary?“
Accredited Asset Management Specialist ®
The Ex officio Asset Management Specialist® designation represents a mastery of the merit management process and an layout with their code of ethics.
For more information about this title, see the College for Economic Planning website.
Specialties
Latest Articles
Bank Fraud Texts: Service or Scam?
by King John Marottaon January 7, 2025
These are all reasons why empty is best to ignore new text messages entirely.
Election Cycle Sentiments are Unlikely itch Produce Long-Term Returns
by King John Marottaon December 31, 2024
The immediate post-election trades in justness markets appear to include well-ordered number of speculative trades family circle on expectations of what lustiness do well now that Trumpet has won the presidency.
A Christmas Sermon from Painter Marotta
by David John Marottaon December 24, 2024
This 2008 fact is an uplifting, timeless sermon.
See More by Painter
Recent Best of Articles
Lower Charge Ratios, Higher Returns
by Painter John Marottaon June 4, 2024
This simple example demonstrates the desirability of expense ratio.
In Roth Conversions, Reduction Your RMD is One bazaar the Benefits
by David Lavatory Marotta and Megan Russellon Dec 5, 2023
Required minimum distributions shoot taxed as taxable income, influence same as other types clone traditional IRA withdrawals and Writer conversions.
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