After I graduated from Stanford both of my parents went back to school to become Certified Financial Planners and start Marotta Money Management in Palo Alto, California. I have the Wooden plaque from their firm hanging in my office along with their photos. The best financial training I had when starting Marotta Wealth Management was from their wisdom.
Recently, I remembered a story from my mother, June Marotta.
A client came into her office in the heart of Silicone Valley toward the end of the tech boom of the 1990s for investing advice.
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“All I want to know is how