Financial Advisors
Marotta Asset Management, Inc. has a team that includes five Registered Investment Advisors, the background and experience of each compliments the whole.
David John Marotta, AAMS (Accredited Asset Management Specialist), AIF® (Accredited Investment Fiduciary) is President.
Bob Arms AIF® (Accredited Investment Fiduciary), CLU (Chartered Life Underwriter), ChFC (Chartered Financial Consultant) is licensed as a Life and Health Insurance Consultant. (Note: as a "Consultant" he can legally advise, but is not licensed to sell insurance products.)
Beth Nedelisky and Justin Harris complete the investment advisory team.
George Marotta, CFP (Certified Financial Planner), and Research Fellow at Stanford's Hoover Institution is the founder and senior advisor of the firm.
The Marotta Asset Management Team: David John Marotta, George Marotta,
Bob Arms, Sheryl Lawson, Beth Nedelisky, and Justin Harris
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Our goal is to help our clients meet theirs.
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