Heralded as one of the “Twenty Most Influential Women to Watch in 2015” by Investment News, Marjorie has over 30 years of experience in financial planning and investment management. She co-founded FJY Financial, LLC in 2006 after more than twenty years at the firm formerly known as Hopewell Rembert Advisors. An established client base gave the three founders of FJY an opportunity to build a model firm based upon best practices.
Marjorie has been a member of the Financial Planning Association (FPA) and its predecessor organizations (the IAFP and ICFP) since 1989. In 2015 the National Capital Area Chapter of the FPA honored Marjorie with its Lifetime Achievement Award. The Chapter previously honored her with its Planner of the Year Award in 2009. In the ‘90s, she served as President of the Northern Virginia Society of the ICFP, as a Vice President of the National Capital Area Chapter of the IAFP, and as Dean of the 9th Annual ICFP Mid-Atlantic Retreat. Marjorie continues to be a major contributor to the Foundation for Financial Planning.
As a NAPFA-Registered Financial Advisor, Marjorie served on the NAPFA National Board of Directors from 2004-2007. She now serves on the Board of Trustees of the NAPFA Consumer Education Foundation (NCEF), and is a major contributor.
Washingtonian magazine named Marjorie one of the DC area’s top advisors on its first list in 1994 and all subsequent lists, most recently in April 2016. Worth magazine has recognized her as one of the country’s “Best Financial Advisers.” She has been quoted in the New York Times, Wall Street Journal, Washington Post, Newsweek, Fortune, U.S. News & World Report, Business Week Online, Money, Bob Veres’ Inside Information, Investment Advisor, Investment News, ABA Journal, Financial Planning, Financial Advisor, and MorningstarAdvisor.com. In December 2012, Marjorie offered her outlook and strategies for 2013 as a panelist for the Wall Street Journal.
Marjorie received a Bachelor of Arts degree in Economics, cum laude, from Pomona College in 1968, and a Juris Doctor degree from UCLA Law School in 1981. She was admitted to the State Bar of California in 1981 and the District of Columbia Bar in 1985. Prior to joining Hopewell Rembert Advisors as an associate advisor in 1985, Marjorie co-authored Estate Planning Techniques with Paul R. Dean of Georgetown University Law Center. Prior to studying at UCLA Law School, she was a systems analyst at Goode & Kiernan, CPAs, an assistant to the city manager in Inglewood, California, and a systems engineer at IBM.
On a Personal Note
Marjorie lives in Great Falls, Virginia. David, her husband of 42 years, died in 2016. Their son Doug and granddaughter Brooke live in Huntington Beach, California, and Marjorie enjoys visiting them as often as possible! She and Doug recently took a road trip up the Pacific Coast Highway visiting the communities where his grandparents, great-grandparents, and great-great grandparents spent their lives. Marjorie is an active member of Immanuel Presbyterian Church in McLean.