MARILYN SUEY

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.

As a successful wealth manager and a private investor, Marilyn has a deep passion for supporting her clients.  Her desire to understand her client’s goals, dreams, intentions, and opportunities sets the foundation to DGWA's integrated wealth management.  She has developed The Prosperity Planning Process that includes strategies for Wealth Accumulation, Wealth Preservation and planning for your ideal retirement lifestyle.  She works closely with a select team of attorneys, CPAs, mortgage advisors, and property and casualty advisors.  Leveraging her deep industry knowledge, wealth management strategies, and her purpose and passion to serve, Marilyn supports her clients' journey toward financial independence.

Marilyn's specialization lies in the cross-section of general management/leadership, finance, and marketing.  She 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.

She shares her leadership skills with many organizations.  Marilyn currently serves as the Board President at Blackhawk Country Club, Board Member at Senior Services Northern California Foundation, affiliated with Sequoia Living, as well as on the Advisory Board for UC Berkeley's PFP program.

Marilyn is a life-long learner, she is a graduate of UC Berkeley with a degree in Applied Math and Economics and has an MBA from the Wharton School at University of Pennsylvania.  In addition to becoming a CERTIFIED FINANCIAL PLANNER® professional, she also earned the Certified Exit Planning Advisor®, Accredited Investment Fiduciary® and Certified Plan Fiduciary Advisor® designations. She resides in Danville, California with her family.

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.

As a successful wealth manager and a private investor, Marilyn has a deep passion for supporting her clients.  Her desire to understand her client’s goals, dreams, intentions, and opportunities sets the foundation to DGWA's integrated wealth management.  She has developed The Prosperity Planning Process that includes strategies for Wealth Accumulation, Wealth Preservation and planning for your ideal retirement lifestyle.  She works closely with a select team of attorneys, CPAs, mortgage advisors, and property and casualty advisors.  Leveraging her deep industry knowledge, wealth management strategies, and her purpose and passion to serve, Marilyn supports her clients' journey toward financial independence.

Marilyn's specialization lies in the cross-section of general management/leadership, finance, and marketing.  She 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.

She shares her leadership skills with many organizations.  Marilyn currently serves as the Board President at Blackhawk Country Club, Board Member at Senior Services Northern California Foundation, affiliated with Sequoia Living, as well as on the Advisory Board for UC Berkeley's PFP program.

Marilyn is a life-long learner, she is a graduate of UC Berkeley with a degree in Applied Math and Economics and has an MBA from the Wharton School at University of Pennsylvania.  In addition to becoming a CERTIFIED FINANCIAL PLANNER® professional, she also earned the Certified Exit Planning Advisor®, Accredited Investment Fiduciary® and Certified Plan Fiduciary Advisor® designations. She resides in Danville, California with her family.