Comprehensive Wealth Management

Sunday, January 16th, 2011

marotta_110112David John Marotta, CFP®, AIF®, is president of Marotta Wealth Management and an American Association of Independent Investors Life Member. He is a graduate of Stanford University and president of Marotta Wealth Management, a fee-only financial planning firm with offices in Charlottesville and Richmond, Virginia. David is the author of a weekly financial column, “Marotta on Money,” and a well respected leader in the financial industry. He has appeared in publications including The Washington Post, the LA Times, Money Magazine, Dow Jones MarketWatch, Financial Planning Magazine and the Central New York Business Journal, and is a monthly guest on the Rob Schilling Show of Charlottesville’s WINA.

David is a frequent speaker on topics including preparing for college expenses, investing, taxes and retirement planning at the Consumer Education Foundation of the National Association of Personal Financial Advisors and American Association of Independent Investors.

Program Summary

Mr. Marotta spoke at the January 12, 2011 meeting of the Senior Statesmen of Virginia. The meeting was held at The Charlottesville Senior Center. Following the presentation, questions were taken from the audience. The program was moderated by SSV member Charles Smith.

In today’s presentation David reminds us that thoughtful wealth management is more than just maximizing net worth. It also gives us the best chance of meeting our life goals. Wealth is only valuable because it helps us make a significant impact on our world. It doesn’t give us meaning. Retirement therefore isn’t an age; it is the state of being financially independent. The goal is to have enough money to be able to achieve the success and significance in life that you desire. A holistic approach to wealth management builds your finances around your core values.