Speaker Details
Speaker Name: Marilyn Capelli Dimitroff
Job Title: President
Company: Capelli Financial Services, Inc
Marilyn Capelli Dimitroff is president of Capelli Financial Services, Inc. She previously was senior vice president and private banking manager at Citizens Bank, and before that, she managed Forest Financial Corporation.
Her professional affiliations have included the Certified Financial Planner (CFP) Board of Practice Standards, the National Chapter Advisory Council of the International Association for Financial Planning (IAFP) and the Charles Schwab & Co. Inc. Advisory Board. She served as chair of the ethics task force that developed the CFP Board’s updated Standards of Professional Conduct. She currently serves on the Financial Services Roundtable’s Retirement Security Coalition Advisory Board.
Often quoted by The Wall Street Journal, Forbes and the New York Times, Ms. Dimitroff appears regularly on television and radio. She has been named as a one of the nation’s top financial advisors by Worth, Bloomberg Press and Money magazine.
Ms. Dimitroff earned her bachelor’s and master’s degrees in mathematics from Michigan State University and Eastern Michigan University, respectively.