Welcome to the Diamond Group Wealth Advisors Team
Diamond Group Wealth Advisors
Marilyn Suey, MBA, Certified Financial Planner®, AIFTM, PPCTM
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...
Ora Citron, MBA
Financial Consultant
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...
Miriam Del Rosario
Business Development
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.
Cody Chang
Client Services Associate
cody.chang@diamondgroupwealthadvisors.com
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.
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...
CHRISTOPHER F. MERCADO MBA, CFP® , CIMA® , AIFA®
Managing Partner and Chief Investment Strategist