Marilyn Suey, MBA, CFP®, AIF™, PPC™
Marilyn Suey is a nationally recognized Financial Educator, Author, Speaker, and Wealth Manager. She has a deep passion for supporting her clients who are business owners, entrepreneurs and health care professionals to build their businesses, as well as to design their personal financial blueprint that can help guide them on the road toward financial independence.
Marilyn’s specialization lies in the cross-section of general management/leadership, finance, and marketing providing her clients customized strategies and solutions to define and design their personal financial blueprint. The blueprint process includes planning for Wealth Accumulation; Wealth Protection; and Wealth Preservation, 3 key milestone goals on your journey toward financial independence.
In addition, Marilyn is building a community, called “Savvy Women”, to provide education, awareness, community and collaboration among women who are liked minded. She started with a small group of women in mid 2015 and now has expanded that first group to well over 100 members. She is actively collaborating with other women leaders to deliver value added information such that this community can take control of their work, their wealth and their worth, (Please see reference to book below)
She works closely with a select team of advocates and specialists, who are attorneys, CPAs, Mortgage Advisors, and Property and Casualty Advisors, among others to support her clients’ goals and objectives.
She is a successful private investor and manages a tri-generation family portfolio of investments. Marilyn has held senior executive roles in the technology industry, including several start-up companies; one that achieved public company status; and another that was acquired by an international telecommunications company. Her 30 years of corporate experience have provided her the management insight to be an advisor to her clients and their families.
Marilyn is a life-long learner; from her dual degrees in Applied Math and Economics from the University of California at Berkeley, to her MBA from the Wharton School at the University of Pennsylvania to earning her CERTIFIED FINANCIAL PLANNER TM designation.
MEMBERSHIPS AND AFFILIATIONS
Member, Financial Planning Association and Northern California Planned Giving Council
Non-Profit Board Member
Senior Services Northern California, affiliated with the Northern California Presbyterian Homes and Services
“36 Quick Tips for Savvy Women-Taking Control of Your Work; Your Wealth; Your Worth”
Marilyn Suey is a registered representative with, and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Strategic Wealth Advisors Group, LLC, a registered investment advisor. Strategic Wealth Advisors Group, LLC. and The Diamond Group Wealth Advisors are separate entities from LPL Financial. CA Insurance License #0E01981
For our 2nd opinion service, please contact Marilyn at Marilyn.email@example.com.
- Business Name:
- The Diamond Group Wealth Advisors
- Category :
- Legal, Finance & Insurance
The Diamond Group is an independent wealth management firm that empowers its clients to design and define their ideal lifestyles starting today, for tomorrow and for life. We follow a disciplined planning system, “Your Prosperity Blueprint Process”, that enables our clients to design their customized plan which will guide them as they travel on the road toward financial independence.
Our clients understand that their wealth is more than their money. Working with us, using our Prosperity Blueprint Process, we collaborate and support our clients to take care of their families, and the people and causes they care about deeply.
Your Prosperity Blueprint includes, your overall plan, a wealth accumulation strategy and tactics; wealth protection strategy and tactics and a wealth preservation strategy and tactics that serve you and your family. We collaborate with you every step of your journey to keep you on the road toward financial independence.
Please give us a call at 925-219-0080 to see if we are good fit to support you as you design your ideal lifestyle.
- Office Phone: