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Jacob Massanopoli (CFP®)

Jacob Massanopoli focuses in the
following client markets or areas of practice:

  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Jacob Massanopoli is a financial analyst for Marotta Wealth Management. He is part of the tax specialty team and helps create customized Roth conversion recommendations for clients.

He graduated from Virginia Tech and holds an Honors Scholar B.S. in Business with a concentration in Financial Planning. During his time at Virginia Tech, Jacob was an active member in the Virginia Tech collegiate chapter of the Financial Planning Association (FPA). After graduating, he joined Marotta Wealth Management in 2021.

Additional Information

Marotta Wealth Management is an independent, fee-only, comprehensive wealth management firm offering a complete range of investment management and financial planning services. With a reputation for being analytical, we serve clients both locally in the Virginia area as well as across the country. Customer service is a core tenet of our work and our primary goal is to help our clients meet theirs.

As our client, you can expect to be presented with comprehensive financial plans custom-made for your specific situation and goals. We aim to have transparent conversations about possible investment plan designs and implementations, seeking approval before we act. At each step of the way, we ensure proper collaboration.

When we accept a client, we see the relationship as a lifetime partnership and will continue to serve you for as long as we have together.

NAPFA Start Date

July 21, 2023

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

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