The most important product of estate planning is achieving family harmony.
Estate Planning
on November 1, 2013 with No Comments
The most important product of estate planning is achieving family harmony.
We have no secret ingredient at Marotta Wealth Management. Instead, we openly and publicly publish our strategies as articles on our website. |
President, CFP®, AIF®, AAMS®
David John Marotta is the Founder and President of Marotta Wealth Management. He played for the State Department chess team at age 11, graduated from Stanford, taught Computer and Information Science, and still loves math and strategy games. In addition to his financial writing, David is a co-author of The Haunting of Bob Cratchit.