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David John Marotta, CFP®, AAMS®, AIF®

President, Marotta Wealth Management

David John Marotta is the president of Marotta Wealth Management. 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.

Phone: 434.244.0000
Website: www.marottaonmoney.com/
Facebook: www.facebook.com/davidjohnmarotta
LinkedIn: www.linkedin.com/in/david-john-marotta-0505242/

The Stock-Bond Shuffle of Asset Location
investing

The Stock-Bond Shuffle of Asset Location

It's a well-used strategy to help minimize taxes. Take a look at how it works.
June 4, 2020