David Marotta (AAMS, AIF®, CFP®)

David Marotta focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

A graduate of Stanford University, David John Marotta writes a weekly financial column and has been published or quoted on financial matters in many major publications including The Washington Post, The LA Times, The Miami Herald, Money Magazine, Dow Jones Newswire, Dow Jones MarketWatch, Financial Planning Magazine, Fidelity Wealth Management Perspectives, Central New York Business Journal, Investment Advisor Magazine, The Virginia Institute, NewsMax, The Jacksonville Business Journal, and The Charlottesville Business Journal.  Marotta has been interviewed on the radio by Nancy Marshall Genzer of American public Media's Marketplace, Rob Shilling of Charlottesville WINA, and Elenor Mondale of Minneapolis WCCO News and Talk Radio.

Additional Information

David John Marotta writes a weekly financial articles. Subscribe for free at http://www.marottaonmoney.com

NAPFA Start Date

November 20, 2002


This Office

1000 Ednam Ctr Ste 200 Charlottesville, VA 22903-4615 Phone: (434) 244-0000 Fax: (866) 225-4205