After starting a career as a stockbroker, Marilyn made the decision to move to finance in 1982 and has been a leader in the financial planning profession ever since. Marilyn’s tenacity, client centered attitude, and skill are made evident in everything she does. She was 2009 Chair of CFP® Board’s Board of Directors – the Board that sets and enforces standards for more than 71,000 CFP® certificants in the US. Her professional affiliations have included the Charles Schwab & Co. Inc. Advisory Board and the Retirement Security Advisory Board of the Financial Services Roundtable in Washington DC.
Marilyn’s accomplishments have been recognized on a national level. In 2011, AdvisorOne named her one of the Top 50 Women in Wealth, for the second time. She also received the 2010 Influencer of the Year Award from Financial Planning magazine. Marilyn’s expertise in the financial industry is regularly quoted in publications such as the Wall Street Journal, Forbes, and the New York Times.
She has a bachelors and masters degree in mathematics.
Describe one thing you loved about growing up:
I loved spending my childhood surrounded by family. We lived in a flat in Detroit until I was nine years old. My parents and I lived upstairs and my cousins, aunt and uncle lived downstairs. My grandparents’ houses were within walking distance. I always had playmates; there was always good conversation and something yummy on one of the stoves. Life was comfortable, loving, fun and secure.
What makes you good at your job?
I really, really like it. Actually, I love it! (I’d do it for free – shhh!)
It combines my analytical skills and my desire to help people. The satisfaction that comes from seeing clients have the freedom to accomplish their goals is enormous.
If you could be famous for 24 hours, who would you be?
I would love to be Misty Copeland – the principal dancer of the American Ballet Company – to experience what it is like to be such a gifted dancer, to be that graceful, would be awesome.