Marilyn Capelli Dimitroff is a national leader in the financial planning profession. She was 2009 Chair of CFP Board’s Board of Directors – the Board that certifies, sets and enforces standards for the more than 65,000 CFP® certificants in the US. Her professional affiliations have included the Charles Schwab & Co. Inc. Advisory Board and the Foundation for Financial Planning. She served as Chair of the Ethics Task Force that developed CFP Board’s updated Standards of Professional Conduct. She recently served on the Retirement Security Advisory Board of the Financial Services Roundtable in Washington DC.She was named again in 2011 as one of the Top 50 Women in Wealth in the nation by AdvisorOne and received the 2010 Influencer of the Year Award from Financial Planning. The Wall Street Journal, Forbes, the New York Times and other publications have quoted Dimitroff, who has regularly provided commentary on television and radio. Worth magazine identified her as one of the nation’s top financial advisors in 1994 and in each of the 15 years it published the list – one of only three advisors in the nation so honored. She has been recognized on many other lists including Bloomberg Press’s top 55 practicing financial advisors and Money magazine’s top 200 financial planners.
She has a bachelor’s and master’s degree in mathematics from Michigan State University and Eastern Michigan University, respectively. Whether advising folks in Michigan, Illinois, Florida or across the country, Marilyn Capelli Dimitroff and the team have the financial planning and investment expertise to help with your most complex financial matters.