Serving and Supporting YOU

Marilyn is a life-long learner committed to professional excellence. She earned dual degrees in Applied Math Economics from the University of California at Berkeley and an MBA from the prestigious Wharton School at the University of Pennsylvania before adding the CERTIFIED FINANCIAL PLANNER™ professional designation, Certified Exit Plan Advisor, Accredited Investment Fiduciary®, and Certified Plan Fiduciary Advisor® certifications to her repertoire. 

You may have seen Marilyn’s interviews and work in NBC, ABC, CBS, and FOX network affiliates and Bloomberg Business, Yahoo Finance, Investing Daily, Wall Street Journal, Market Watch, and others. Her noteworthy interviews have been with Jack Canfield (Founder of the billion-dollar Chicken Soup for the Soul™ publishing empire), Leeza Gibbons (Emmy Award Winning TV and Radio Host), Kevin Harrington (Original Shark on ABC TV’s Shark Tank), and James Malinchak (featured on ABC TV’s Hit Series, Secret Millionaire). 

Any opportunity to educate and reach as many as she can is something she is truly passionate about. As a Keynote Speaker to many organizations, including Golden Gate University, the annual YOUniquely You where women from all walks of life spend a weekend in Wiawaka Center for Women in Lake George, NY; and to the public through her ongoing in-person seminars, most notably for her very own Savvy Women Community, Marilyn continues to inspire and encourage everyone to continue learning.

To learn more about Marilyn, click here.