I define success as achieving both a sense of personal happiness and fulfillment and having a positive impact on others.

Marilyn%20Mohrman-Gillis Marilyn%20Mohrman-Gillis

Marilyn Mohrman-Gillis

Executive director, CFP Board Center for Financial Planning

Attorney Marilyn Mohrman-Gillis, executive director of the CFP Board Center for Financial Planning, has spent her career in policy development and advocacy for national non-profits.

In her various positions, she has been a federal advocate on national issues such as consumer access to public television, and municipal tax and finance policies. Most recently, as CFP Board managing director of public policy and communications, she promoted the importance of fiduciary advice and increased the visibility and credibility of the CFP certification through her communications with regulators, policymakers and the public.

Now, as head of the two year-old center, Ms. Mohrman-Gillis is focusing on the profession’s need to encourage diversity, attract younger professionals, and raise the profile of financial planning as a recognized academic discipline within higher education. To these ends, the center has launched several initiatives, including a mentoring program between CFP holders and young and/or minority women that has resulted in 900 mentor-mentee match-ups so far.

It's also created a video campaign featuring millennials and people of color and an advocacy program that includes a speaker's bureau. She knows from years of public policy work that change comes slowly. She doesn’t get frustrated, though.

"My work is a marathon," she said, "not a sprint." 

— Deborah Nason


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