Broker Check

Welcome to the Diamond Group Wealth Advisors Team

Diamond Group Wealth Advisors

Marilyn Suey, MBA, Certified Financial Planner®, AIFTM, PPCTM

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...

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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.

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Ora Citron, MBA

Financial Consultant

925-301-4084

ora@oracitron.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...

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Shelby Thompson

Marketing

925-219-0080

shelby.thompson@diamondgroupwealthadvisors.com

Shelby is implementing strategies to expand the Diamond Group Wealth Advisors branding, messaging, content and product development. She has held key marketing positions driving corporate messaging, collateral development and event...

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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.

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Hao Dang

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.

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Alex Duran

Lead Portfolio Administrator

In his role as Lead Portfolio Administrator on The Financial Services Network’s Portfolio Consulting team, Alex offers trading and investment support for (DBA Name). As a key administrative resource...

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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...
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