Marilyn  Suey,  CFP<sup>&reg;</sup> - Financial Advisor

Marilyn Suey, CFP®

Wealth Manager

The Diamond Group Wealth Advisors

6101 Bollinger Canyon Rd, Suite 367
San Ramon, CA 94583

The Diamond Group Wealth Advisors

5448 Blackhawk Drive
Danville, CA 94506
FINANCIAL ADVISOR'S WEBSITE
(925) 219-0080
(925) 736-8770
CONNECT WITH Marilyn
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General

Marilyn Suey is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at The Diamond Group Wealth Advisors in San Ramon, CA and the surrounding communities.

Financial Advisor Experience

Over 16 years comprehensive financial planning for business owners, C-Level executives and health care professionals. Contact me for your personalize Prosperity BluePrint Plan.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA, PPC

Insurance Licenses

  • Life insurance: Ca, NV,OH NY, NJ,TX
  • Health/disability insurance: CA, NV,OH,NY NJ Tx
  • Property/casualty: CA, NV,OH,NY NJ Tx
  • Fixed annuities: CA NV, OH NY NJ TX
  • Variable annuities: CA Nv. NY NJ Tx

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

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

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Banking, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Getting Divorced, Mutual Funds, Insurance, Real Estate, Retirement, Stocks & Bonds, Startup, Life Planning, Long-term Care, Succession Planning, Starting a Family, Tangible Assets, Sudden Wealth, Medical & Health Issues, Nontraditional Households, Women's Finances

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