Marilyn Suey, MBA, Certified Financial Planner®, AIFTM.
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 Books “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 Mariner Independent Advisor Network, LLC a Registered Investment Advisor. The Diamond Group Wealth Advisors and Mariner Independent Advisor Network, LLC are separate entities from LPL Financial.CA Insurance License #0E01981
Marilyn is the Founder and CEO of The Diamond Group Wealth Advisors and is a nationally recognized Financial Educator, Author, Speaker, and Wealth Manager, who you may have seen in NBC, ABC, CBS and FOX network affiliates and Yahoo News, Wall Street Journal’s Market Watch, Wall Street Select and others. Marilyn and her team at The Diamond Group Wealth Advisors have been showing business owners, health care professionals, and executives how to accumulate, preserve, and pass on their wealth for almost 20 years. Marilyn developed The Prosperity BluePrint™, a five-step wealth planning process, includes strategy for Wealth Accumulation, Wealth Preservation, and planning for your ideal retirement lifestyle. She founded the Savvy Women Community where she shares her wisdom and experience with like-minded women. She received an MBA from the Wharton School at University of Pennsylvania and a degree in Applied Math and Economics from UC Berkeley. To schedule your complimentary Lifestyle Upgrade Assessment, simply call: (925) 219-0080or email; marilyn.suey@diamondgroupwealthadvisors.com
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