Broker Check

Welcome to the Diamond Group Wealth Advisors Team

Diamond Group Wealth Advisors

Marilyn Suey, MBA, Certified Financial Planner®, AIFTM

925-219-0080

marilyn.suey@diamondgroupwealthadvisors.com

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, executives and health care professionals to build their...

Read more

Ora Citron, MBA

Financial Consultant

925-301-4084

ora.citron@diamondgroupwealthadvisors.com

My lifelong aspiration is to make a difference in our community. I came to financial planning after a lengthy career working for major corporations as a management consultant, strategic planner and product management professional. A...

Read more

Miriam Del Rosario

Business Development

925-219-0080

miriam.delrosario@diamondgroupwealthadvisors.com

Miriam is motivated to create ways to increase client efficiencies in all of our engagements and thoroughly enjoys the work of process improvement.

Read more

Dylan Gois

Client Services Associate

925-219-0080

dylan.gois@diamondgroupwealthadvisors.com

Dylan collaborates with our clients and our team members to provide a superb and positive experience when assisting in implementing client requests and financial plans. Dylan recently graduated Magna Cum Laude with a degree in...
Read more

Rachael Curtis

Branch Office Administrator

925-219-0080

rachael.curtis@diamondgroupwealthadvisors.com

Rachael has a diverse professional background with experience in hospitality, real estate, and administration. Rachael joins our firm as Branch Office Operations Associate supporting Group Benefits and office administration. She also...
Read more

The Financial Services Network

Jeremy Olen, CFA®

Managing Partner & Chief Investment Officer

As an owner and Managing Partner of The Financial Services Network and Chief Investment Officer for the Portfolio Consulting Team, Jeremy is responsible for supporting The Diamond Group Wealth Advisors.

Read more

Hao Dang, AIF®

Vice President, Portfolio Consulting

In his role as Vice President of The Financial Services Network’s Portfolio Consulting team, Hao offers trade and investment support for The Diamond Group Wealth Advisors.

Read more

Chris McLeod, AIF®

Assistant Vice President, Trading Operations Administrator

In his role as Assistant Vice President, Trading Operations Administrator on The Financial Services Network’s Portfolio Consulting team, Chris offers trading and investment support for Diamond Group Wealth Advisors. As a key...
Read more

CHRISTOPHER F. MERCADO MBA, CFP® , CIMA® , AIFA®

Managing Partner and Chief Investment Strategist

As an owner and Managing Partner of The Financial Services Network, Christopher brings executive leadership to business development initiatives for The Network and its affiliated partners focused growth. He also serves as Chief...

Read more