2016 Spring Conference Speaker

Marjorie Fox

Marjorie Fox

Marjorie Fox, JD, CFP® is a co-founder of Fox, Joss & Yankee, LLC, a fee only financial planning and investment management firm in Virginia. Fox, Joss & Yankee recently published a white paper entitled “Implementing Internships” which is available at www.fjyfinancial.com.

The National Capital Chapter of the Financial Planning Association honored Marjorie with its 2009 Planner of the Year Award. Washingtonian magazine named Marjorie one of the DC area’s top financial planners in its first list in 1994, and most recently in 2010. Worth magazine has recognized her as one of the country’s “Best Financial Advisers.” Marjorie is a NAPFA Registered Financial Advisor who served on the NAPFA National Board of Directors from 2004-2007. She is a former Chair of the NAPFA Northeast/Mid-Atlantic Region Board.

Marjorie received a Bachelor of Arts degree in Economics, cum laude, from Pomona College and a Juris Doctor degree from UCLA Law School. 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.

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