Five Star award winner Marilyn Suey

PROFESSIONAL PROFILE

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Marilyn Suey

CERTIFIED FINANCIAL PLANNER™, Certified Exit Planning Advisor, AIF^®, CPFA™

The Diamond Group Wealth Advisors

6101 Bollinger Canyon Rd

San Ramon, CA 94583

Office: 925-219-0080

marilyn.suey@diamondgroupwealthadvisors.com
www.diamondgroupwealthadvisors.com

Professional Approach

Marilyn Suey, CERTIFIED FINANCIAL PLANNER™, CEPA®, AIF®, CPFA™, is a nationally recognized Financial Educator, Best-selling Author, Speaker, and Wealth Planner.

You may have seen Marilyn’s interviews, events, books and work in NBC, ABC, CBS, and FOX network affiliates and Bloomberg Business, Yahoo Finance, Investing Daily, Wall Street Journal, Market Watch, and others. Her noteworthy interviews have been with Jack Canfield (Founder of the billion-dollar Chicken Soup for the Soul™ publishing empire), Leeza Gibbons (Emmy Award Winning TV and Radio Host), Kevin Harrington (Original Shark on ABC TV’s Shark Tank), and James Malinchak (featured on ABC TV’s Hit Series, Secret Millionaire).

As Founder and CEO of The Diamond Group Wealth Advisors, Marilyn and her team have been showing business owners, health care professionals and executives how to preserve, protect and pass on their wealth for almost 20 years. She created the Prosperity Plan Process out of her passion to help clients build, accumulate, and enjoy their hard-earned wealth.

Marilyn is a life-long learner committed to professional excellence. She earned dual degrees in Applied Math Economics from the University of California at Berkeley and an MBA from the prestigious Wharton School at the University of Pennsylvania before adding the CERTIFIED FINANCIAL PLANNER™ professional designation, Certified Exit Plan Advisor, Accredited Investment Fiduciary®, and Certified Plan Fiduciary Advisor® certifications to her repertoire.

When you meet Marilyn for the first time, it quickly becomes clear why people seek and refer Marilyn for financial advice. Her warmth and enthusiasm make every interaction engaging. Her talent for asking insightful questions helps her grasp your goals, dreams and uncover valuable opportunities for you. She genuinely enjoys sharing her knowledge and insights, whether in speaking engagements or client discussions, making each experience both enlightening and inspiring.

Any opportunity to educate and reach as many as she can is something she is truly passionate about. As a Keynote Speaker to many organizations, including Golden Gate University, the annual YOUniquely You where women from all walks of life spend a weekend in Wiawaka Center for Women in Lake George, NY; and to the public through her ongoing in-person seminars, most notably for her very own Savvy Women Community, Marilyn continues to inspire and encourage everyone to continue learning. She is ready to take questions through her regular, locally hosted online seminar: ASK Marilyn-Your Money Matters and More for market and economic updates. She has been featured as a course instructor for Texas-based community, Plaid for Women’s, Unleash Your Potential: Empowering Mindsets modules. She has also penned 36 Quick Tips for Savvy Women; Taking Control of Your Work, Your Wealth, and Your Worth which is a must-read for women (and men) of all ages. A contributing writer for several publications such as 1) Retire Abundantly – The Principles to Help Create a More Worry-Free Retirement with Less Stress, 2) Serving Leader – 5 Powerful Actions That Will Transform Your Team, Your Business and Your Community and 3) Build Wealth Like a Shark – Insights from 30 of North America’s Leading Authorities.

Marilyn shares her leadership skills with several organizations, including as a Board Member with the Senior Services Northern California Foundation, affiliated with Northern California Presbyterian Homes and Services, Board Member for Sequioa Living and Services and more recently, as the President of The Blackhawk Country Club.

Marilyn lives in Danville, California with her family. She is a golf enthusiast, a foodie and enjoys entertaining and trying new cuisines.

See Accomplishments

This award was issued on 10/01/2024 by Five Star Professional (FSP) for the time period 01/09/2024 through 08/09/2024. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 1567 San Francisco East Bay-area wealth managers were considered for the award; 85 (5 % of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 1,291, 87, 7%, 10/1/23, 1/9/23 - 7/31/23; 2022: 1155, 90, 8%, 10/1/22, 1/17/22 - 7/15/22; 2021: 1413, 89, 6%, 10/1/21, 12/28/20 - 7/30/21; 2020: 1260, 88, 7%, 10/1/20, 1/13/20 - 8/7/20; 2019: 1340, 104, 8%, 10/1/19, 12/31/18 - 8/9/19; 2018: 1397, 113, 8%, 10/1/18, 1/16/18 - 8/10/18; 2017: 1049, 95, 9%, 10/1/17, 1/13/17 - 7/28/17; 2016: 948, 182, 19%, 9/1/16, 2/24/16 - 8/22/16; 2015: 2261, 183, 8%, 10/1/15, 3/5/15 - 7/31/15; 2014: 4527, 204, 5%, 10/1/14, 3/5/13 - 7/31/13; 2013: 858, 195, 23%, 10/1/13, 3/5/12 - 7/31/12; 2012: 1145, 233, 20%, 10/1/12, 3/5/11 - 7/31/11.

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Marilyn Suey is a Registered Representative with, and Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Other advisory services are offered through Mariner Independent Advisor Network, LLC a Registered Investment Advisor. Mariner Independent Advisor Network, LLC and The Diamond Group Wealth Advisors are separate entities from LPL Financial. CA Insurance License #0E01981

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.